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.

Investment
Annual Rate of Return Calculator, Investment Distributions, Investment Returns, Lump Sum Annual Return Calculator, Present Value Calculator, Stock Option Calculator, Taxable vs. Tax Deferred vs. Tax Free Investment, More...
Mortgage
Balloon Mortgages, Fixed Rate Mortgage vs. Interest Only Mortgage, Mortgage Loan Calculator, Mortgage Payoff, Refinance Interest Savings, More...

Personal Finance
Basic Calculator, Net Worth, Should my spouse work?, More...

Retirement
401(k) Calculator, How Important is Social Security?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Income, Retirement Planner, Roth IRA Calculator, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...

Tax
1040 Tax Calculator, Earned Income Credit (EIC) Calculator, Estate Tax Planning, Flexible Spending Account (FSA) Calculator, Marginal Tax Rate Calculator, Net to Gross Paycheck Calculator, Payroll Deductions Calculator, Self-Employment Tax Calculator, U.S. 1040EZ Tax Form Calculator, More...

Investment


Annual Rate of Return CalculatorUse this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Investment DistributionsThis calculator helps you determine either how long or how much periodic distributions can be taken out of an investment before it runs out.
Investment ReturnsThere 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.
Lump Sum Annual Return CalculatorUse this calculator to determine the annual rate of return of known lump sum starting and ending amount.
Present Value CalculatorUse this calculator to determine the present value of a known final future value plus a stream of deposits.
Stock Option CalculatorUse this calculator to determine the value of your stock options for the next one to twenty five years.
Taxable vs. Tax Deferred vs. Tax Free InvestmentThis calculator is designed to help compare a normal taxable investment, a tax deferred investment and tax-free investment.
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Mortgage


Balloon MortgagesA balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.
Fixed Rate Mortgage vs. Interest Only MortgageUse this calculator to compare a fixed rate mortgage to Interest Only Mortgage.
Mortgage Loan CalculatorUse this calculator to determine your monthly payment and amortization schedule.
Mortgage PayoffSave thousands of dollars in interest by increasing your monthly mortgage payment.
Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your mortgage!
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Personal Finance


Basic CalculatorThis works just like a pocket calculator.
Net WorthThis calculator helps you determine your net worth. It also estimates how your net worth could grow (or shrink!) over the next ten years.
Should my spouse work?This calculator is designed to help you see the financial impact of having either one or two incomes for your household.
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Retirement


401(k) CalculatorA 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.
How Important is Social Security?Use this calculator to determine how losing this important retirement asset could affect you.
Individual 401(k) Contribution ComparisonUse this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
Individual 401(k) Savings CalculatorUse this calculator to see the benefits of an Individual 401(k) for the self-employed.
Required Minimum Distribution (RMD)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.
Required Minimum Distribution (RMD) for Current YearUse this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement IncomeUse this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
Roth IRA CalculatorUse this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA vs. Traditional IRAUse this calculator to determine which IRA may be right for you.
Social Security BenefitsUse this calculator to estimate your Social Security benefits.
Traditional IRA CalculatorHow can contributing to a regular IRA help you in your retirement?
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Tax


1040 Tax CalculatorEnter 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.
Earned Income Credit (EIC) CalculatorUse this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth.
Estate Tax PlanningKnowing your potential estate tax liability is a great place to start your estate tax plan. Use this calculator to estimate your estate tax liability.
Flexible Spending Account (FSA) CalculatorUse this calculator to see how participating in Flexible Spending Account (FSA) contributions can help you pay less tax, and increase your net take home pay.
Marginal Tax Rate CalculatorUse 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.
Net to Gross Paycheck CalculatorDetermine the gross paycheck needed to provide a required net amount.
Payroll Deductions CalculatorUse this calculator to help you determine the impact of changing your payroll deductions.
Self-Employment Tax CalculatorIf you are self-employed, operate a farm or are a church employee use this calculator to determine your self-employment taxes for the current tax year.
U.S. 1040EZ Tax Form CalculatorMany people can use the 1040EZ tax form instead of the more complicated 1040 to calculate their taxes. Containing only seven required inputs, the 1040EZ is one of the quickest forms to calculate your tax bill.
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