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.


Summary of Cost Info Summary of Cost Info
Tax Organizer Monthly Summary of Cost Information Annual Summary of Cash In and Cash Out
 

Our tax organizer, monthly summary and annual summary are downloadable as printable PDF files.
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Auto
Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy, More...
Business
Breakeven Analysis, Cash Flow Calculator, Equipment Buy vs. Lease, Repossession of Personal Property from a Deferred Payment Sale, Repossession of Personal Property from an Installment Payment Sale, More...

Debt and Credit Cards
Accelerated Debt Payoff, Credit Card Pay Off, Snowball Debt Elimination Calculator, More...

Insurance
Comprehensive Life Insurance Analysis, Life Insurance Calculator, More...

Investment
Annual Rate of Return Calculator, Annual Stock Option Grants, More...

Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Balloon Loan Calculator, Existing Loan Calculator, Loan & Credit Line Payment, More...

Mortgage
Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Mortgage Refinance Break Even, Refinance Interest Savings, Rent vs. Buy, More...

Personal Finance
Checkbook Balancer, Home Budget Analysis, More...

Retirement
401(k) Calculator, Retirement Income, More...

Tax
1040 Tax Calculator, More...

Auto


Car Loan CalculatorDetermine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.
Home Equity Loan vs. Auto loanUse this calculator to determine if a home equity loan makes sense for your next automobile purchase.
Lease vs. BuyShould you lease your next automobile or finance it? Find out with this calculator!
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Business


Breakeven AnalysisFind out how many and what price you must sell your product at to make a profit.
Cash Flow CalculatorHaving adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
Repossession of Personal Property from a Deferred Payment SaleIf you have repossessed personal property from a deferred payment sale, you can this calculator to determine the gain or loss.
Repossession of Personal Property from an Installment Payment SaleIf you have repossessed personal property with installment payments, you can this calculator to determine the gain or loss.
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Debt and Credit Cards


Accelerated Debt PayoffConsolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.
Credit Card Pay OffUse 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.
Snowball Debt Elimination CalculatorThis Debt Calculator applies two simple principles to paying off all your Debt that can cut years off of your repayment schedule.
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Insurance


Comprehensive Life Insurance AnalysisHow much life insurance do you need? This comprehensive life calculator includes detailed net worth analysis, budgeting and college savings helps you find out.
Life Insurance CalculatorFind out how much life insurance you really need!
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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.
Annual Stock Option GrantsUse this calculator to project how much a series of annual stock option grants could be worth to you.
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Loan


Alternative Payment FrequenciesUse this calculator to determine your payment or loan amount for different payment frequencies.
Amortizing Loan CalculatorEnter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Balloon Loan CalculatorA balloon loan can be an excellent option for many borrowers. Use this calculator to see how a balloon loan might work for you.
Existing Loan CalculatorUse this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Loan & Credit Line PaymentThis calculator helps determine your loan or credit line payment.
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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.
Mortgage Points CalculatorShould you buy points? Use this calculator to find out.
Mortgage Refinance Break EvenShould you refinance your mortgage? Use this calculator to determine when you will break even.
Refinance Interest SavingsUse this calculator to see how much interest you can save by refinancing your mortgage!
Rent vs. BuyAre you better off buying your home, or should you continue to rent?
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Personal Finance


Checkbook BalancerBalance your checkbook with this quick and easy calculator.
Home Budget AnalysisAnalyze your budget, see where your money goes and find out where you can improve!
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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.
Retirement IncomeUse this calculator to determine how much monthly income your retirement savings may provide 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.
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