It's Our Season - TAX2016

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 your decision making process.

Financial Calculators

Find out how much interest you can save by increasing your monthly auto loan payment.
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.
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 you lease your equipment or finance it? Find out with this calculator!
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.
Use this calculator as a starting point for your debt management plan.
The Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt.
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.
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 project how much a series of annual stock option grants could be worth to you.
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Use this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Use this calculator to determine the present value of a future lump sum.
Use this calculator to determine the value of your stock options for the next one to twenty five years.
Use this calculator to determine your payment or loan amount for different payment frequencies.
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
This calculator helps determine your loan or credit line payment.
This calculator helps you to determine what your adjustable mortgage payments will be.
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Use this calculator to determine your monthly payment and amortization schedule.
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Should you buy points? Use this calculator to find out.
Can you buy your dream home? Find out just how much you can afford!
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Use this calculator to determine how much income you need to qualify for a mortgage and how different interest rates affect your required income.
Use this calculator to see how much interest you can save by refinancing your mortgage!
Are you better off buying your home, or should you continue to rent?
Balance your checkbook with this quick and easy calculator.
Analyze your budget, see where your money goes and find out where you can improve!
This calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
This calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
Use this calculator to determine how losing this important retirement asset could affect you.
Use this calculator to help decide between joint survivorship and single survivorship pension options.
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.
Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Quickly determine if your retirement plan is on track - and learn how to keep it there.
Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
Use this calculator to determine which IRA may be right for you.
Use this calculator to estimate your Social Security benefits.
Use this calculator to help develop or fine tune your education savings plan.
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.
This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.
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 determine your marginal and effective tax rates. This calculator sorts through the tax brackets and filing options to calculate your true tax liability.
Use this calculator to help you determine the impact of changing your payroll deductions.