Tax calculators

• Payroll Deductions  
• 1040 Tax Calculator  
• Marginal Tax Calculator  
• Taxable vs. Tax Advantaged Investments  
• Earned Income Credit (EIC) Calculator  
• Estate Tax Planner  

Personal finance

• Credit Assessment  
• Home Budget Analysis   (graphical)
• Home Budget Analysis  (personalized)
• Credit Card Optimizer  
• Student Budget  
• Credit Card Payoff  
• Comprehensive Life Insurance Needs  
• Student Loan Consolidation and Payoff  
• Net Worth   (graphical)
• Net Worth  (personalized)

Business calculators

• Cash Flow Calculator  
• Working Capital Needs  
• Equipment Lease versus Buy  
• Financial Ratios  
• Breakeven Analysis  
• Business Valuation  

​Loan calculators

• Amortizing Loan Calculator   (graphical)
• Amortizing Loan Calculator  (personalized)
• Loan Comparison Calculator  
• Loan Prequalification Calculator  

Retirement and planning tools

• Roth vs. Traditional IRA  
• Retirement Planner  
• Roth IRA Conversion  
• Social Security Benefits  
• Required Minimum Distribution  
• Retirement Shortfall  
• 401(k) Savings Calculator  
• Retirement Income  

Savings and investments

• Savings Goals  
• Savings Calculator  
• Savings, Taxes and Inflation  
• College Savings   (graphical)
• College Savings  (personalized)
• Compound Interest and your Return  
• Investment Distributions  
• Investment Goal Calculator  

Home ownership

• ARM versus Fixed Rate Mortgage  
• Maximum Mortgage   (graphical)
• Maximum Mortgage  (personalized)
• Mortgage Qualifier  
• Mortgage Loan Calculator (PITI)  (graphical)
• Mortgage Loan Calculator (PITI)  (personalized)
• Mortgage Comparison: 15 vs. 30 years  
• Refinance Breakeven   (graphical)
• Refinance Breakeven  (personalized)
• Adjustable Rate Mortgage Calculator  
• Rent versus Buy  

Vehicle financing

• Auto Rebate OR Low Interest Financing  
• Auto Lease versus Buy   (graphical)
• Auto Lease versus Buy  (personalized)
• Auto Loans  
• Home Equity versus Auto Loan  

We work with all the right tools that you will need for your business. While we have certifications in Quickbooks, Xero, Wave and Hubdocs, we also work with numerous other tools such as Bill, Gusto, ADP, Freshbooks and many more!