Tax and Accounting Professionals

Financial Tools

Should I refinance my mortgage?

How much do I need to save for my child's college education?

As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in the decision making process.

Financial Calculators

Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Should you lease your next automobile or finance it? Find out with this calculator!
Find out how many and what price you must sell your product at to make a profit.
Should your business consolidate its debt? Use this calculator to find out.
This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Use this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
This tool calculates debt service and illustrates how debt service coverage ratios are impacted by changing income and capital assumptions.
Should you lease your equipment or finance it? Find out with this calculator!
This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
This calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
Use this calculator as a starting point for your debt management plan.
Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Compare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
Find out how much life insurance you really need!
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
This calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Use this calculator to compare a fixed rate mortgage to Interest Only Mortgage.
Use this calculator to find the APR on your mortgage.
Use this calculator to determine your monthly payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Can you buy your dream home? Find out just how much you can afford!
Are you better off buying your home, or should you continue to rent?
This works just like a pocket calculator.
Analyze your budget, see where your money goes and find out where you can improve!
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
This calculator is designed to help you see the financial impact of having either one or two incomes for your household.
This calculator is specifically designed to help students understand their expenses and income while attending a university, college or other full-time educational institution.
Use this calculator to determine how losing this important retirement asset could affect you.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Use this calculator to estimate your Social Security benefits.
How can contributing to a regular IRA help you in your retirement?
Use this calculator to help develop or fine tune your education savings plan.
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.
What will it take to reach your savings goal? This financial calculator helps you find out.
Use this calculator to determine how much your savings will be worth with these two important variables in mind.
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Knowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Use this calculator to help you determine your paycheck for hourly wages.
Use this calculator to determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Determine the gross paycheck needed to provide a required net amount.
Use this calculator to help you determine the impact of changing your payroll deductions.
If you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for tax year 2019.