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

Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly 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.
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
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.
Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
The Credit Card Optimizer helps you determine the best distribution of your credit card debt.
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.
This Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.
How much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
This Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Are you looking at the Health Savings Account (HSA) as a retirement account? This calculator will help you determine what you need to do in order to reach your goal.
Use this calculator to help you determine how much your Health Savings Account (HSA) will be worth over time.
This calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
One of your most important assets is your ability to earn a paycheck. This calculator is designed to help you understand today's value of your future earning.
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.
Use this calculator to project how much a series of annual stock option grants could be worth to you.
Use this calculator to determine the future value of an investment which can include an initial deposit and a stream of periodic deposits.
Use this calculator to see if your investment plan is on track to meet your investment goals - and receive suggestions on how to change it if you are falling short.
An investment property can be an excellent investment. This calculator is designed to examine the potential return you might receive from an investment property.
Use this calculator to determine the present value of a known final future value plus a stream of deposits.
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!
Should you consolidate your debt? Use this calculator to find out.
This calculator helps determine your loan or credit line payment.
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.
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.
Should you refinance your mortgage? Use this calculator to determine when you will break even.
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 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.
A 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.
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 your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Use this calculator to see how long your retirement savings will last based on your retirement savings and your inflation adjusted withdrawals.
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.
Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
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 401(k) contribution type might be right for you.
Use this calculator to compare the Roth IRA to an ordinary taxable investment.
This calculator will show the advantage, if any, of converting your IRA to a Roth.
Use this calculator to determine which IRA may be right for you.
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 when your savings plan may make you a millionaire!
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.
Use this calculator to determine if you qualify for the Earned Income Credit and if so, how much it might be worth.
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.
Many 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.