Deepak Middha
Founder of TaxSaveIQ · Chartered Accountant · 18 years in hedge-fund accounting and taxation · Passed the Series 65 examination · Published financial author
Who Deepak is
Deepak Middha founded TaxSaveIQ and reviews the methodology, assumptions, and source data behind its calculators. He is a Chartered Accountant, a qualification recognized by the Institute of Chartered Accountants of India, and has 18 years in hedge-fund accounting and taxation.
He has also passed the Series 65 Uniform Investment Adviser Law Examination. That examination covers investment-adviser regulation and securities law; passing it is not a licence or a registration, and Deepak does not provide investment-advisory services through TaxSaveIQ.
He built TaxSaveIQ to make sophisticated tax-planning calculations understandable and freely accessible — no account, no upsell, and calculator inputs that stay in your browser.
Why I started TaxSaveIQ
After 18 years doing accounting and tax work in the hedge fund industry, I kept noticing the same gap. The funds I worked with — and the high-net-worth clients alongside them — had access to sophisticated tax planning tools, modeling, and advisers who could answer any question.
Everyday W-2 workers, freelancers, and small business owners had nothing comparable. Most of them meet their taxes once a year, under deadline pressure, through software built to upsell them.
I built TaxSaveIQ to close that gap: free calculators sourced directly from IRS figures and current law, with no logins, no upsells, and calculator inputs that never leave your browser. Just the math, explained plainly, so you can see exactly what you owe and why.
I review the tax data and methodology behind every calculator myself, because clear, correct estimates shouldn't sit behind a paywall or a sales pitch.
Professional background and credentials
- Chartered AccountantProfessional accounting qualification recognized by the Institute of Chartered Accountants of India, covering accounting, audit, and taxation.
- Series 65 – Uniform Investment Adviser Law ExaminationPassed the Series 65 Uniform Investment Adviser Law Examination, which covers investment-adviser regulation, ethics, and securities law. Passing the examination is not a license or registration, and Deepak does not provide investment-advisory services through TaxSaveIQ.
- 18 years in hedge-fund accounting and taxationAccounting and taxation work across hedge funds and alternative investments, including fund and private-equity administration in the United States.
- Founder of TaxSaveIQBuilt TaxSaveIQ to make sophisticated tax-planning calculations understandable and freely accessible, with no account required and calculator inputs processed locally in the browser.
- Founder of Wealth Building Academy LLCThe Illinois-registered limited liability company that owns and operates TaxSaveIQ, NRI to USA, and OptionLeo.
- Founder of NRI to USAA resource covering U.S.–India tax, immigrant finance, immigration, and NRI compliance topics.
- Founder of OptionLeoEducational options-income content and tools for self-directed investors.
- Published financial authorAuthor of two books on immigrant wealth building and options-based income strategies.
What Deepak reviews on TaxSaveIQ
Review means the tax data, formulas, and stated assumptions behind a calculator are checked against official sources before the page goes live and again when the underlying figures change. It is a methodology and data review, not an audit, and it does not cover every line of application code.
- Tax-year inputs and which year each calculator defaults to
- Federal brackets and threshold figures
- Standard deduction amounts by filing status
- Credits, phaseouts, and their income ranges
- Retirement contribution and catch-up limits
- Capital-gains rate thresholds
- Self-employment tax methodology, including the 92.35% adjustment and the deductible half
- Calculator formulas and the order in which deductions are applied
- Stated assumptions and what each tool deliberately leaves out
- Edge-case handling, such as phaseout boundaries and wage-base limits
- Source links to the governing official material
- Plain-English explanations of the results
- The last-verified date shown on the page
The full process, the source hierarchy, and the per-calculator source map are documented on the editorial methodology page.
Calculators reviewed
Also reviewed: the RMD Calculator, Roth Conversion Calculator, Tax-Loss Harvesting Calculator, Quarterly Estimated Tax Planner, W-4 Withholding Optimizer, the per-state tax calculators, and the Schedule 1-A (OBBBA) deduction guide.
Books by Deepak
Published articles and commentary
Related platforms
Three platforms founded by Deepak and operated by Wealth Building Academy LLC:
- U.S. tax calculators and decision tools for the 2026 tax year.
- U.S.–India tax, immigrant-finance, immigration, and NRI planning resources.
- Educational options-income content and tools.
Editorial transparency
Educational purpose. TaxSaveIQ provides educational calculations and general information only. It does not provide individualized tax, legal, accounting, financial, or investment advice. Deepak reviews calculator methodology and data sources; he is not your personal tax adviser.
Review process. Tax inputs, formulas, and assumptions are checked against official sources, and each page shows the date its data was last verified. See the editorial methodology.
Corrections. If a figure is wrong, the underlying data is corrected so every calculator that uses it is fixed at once. Report a correction.
Publisher. TaxSaveIQ is owned and operated by Wealth Building Academy LLC, an Illinois-registered limited liability company. Naperville, IL 60563.
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