Full-Stack Finance Tool / Self-Hosted App

Self-Hosted 1099 Tax Planner

A full-stack self-hosted app designed to help 1099 workers track income, expenses, quarterly estimated taxes, deductions/credits, reports, and projected net pay.

Deployment In Progress React Vite TypeScript Node Express PostgreSQL Prisma Docker

Overview

This project is a local-first planning tool for tracking 1099 income, deductible expenses, estimated quarterly taxes, reports, and projected net pay after taxes. It is being deployed into my self-hosted Docker environment.

Problem

1099 workers need a clearer way to understand gross income, side income, deductible expenses, quarterly tax obligations, yearly tax totals, and net pay after taxes.

My Role

I directed the product requirements, used AI-assisted coding workflows to build the app, reviewed implementation progress, and am deploying it into my self-hosted Docker environment.

Tools Used

React Vite TypeScript Node Express PostgreSQL Prisma Docker Local auth Shared tax calculation module Unit tests

Current Progress

  • Frontend built.
  • Backend built.
  • Shared calculation module built.
  • PostgreSQL/Prisma schema and seed data created.
  • Local email/password auth implemented.
  • Dashboard and major app pages created.
  • Docker files and compose setup created.
  • Install, unit tests, and builds completed successfully.
  • Deployment validation is in progress.

Challenges

  • Safely handling financial data.
  • Keeping tax calculations understandable.
  • Separating general tax planning from actual tax advice.
  • Deploying frontend, backend, and database cleanly.
  • Cleaning up deployment warnings and health checks.

Future Improvements

  • Verify deployment health.
  • Improve reports/export.
  • Add better quarterly tax UX.
  • Add clearer tax disclaimer.
  • Add backup and data privacy notes.
  • Add sanitized screenshots after deployment is stable.

Privacy / Disclaimer

This is a planning and tracking tool, not professional tax advice. Public examples should never include real income, real tax data, credentials, financial records, database details, internal addresses, or deployment logs.