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Certified Public Accountants

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Financial Calculators

 
Please try our wide variety of interactive financial problem solvers. Simply enter your criteria and you'll get your questions answered with dynamic graphs and personalized reports. 

 

 Taxes

1040 Tax Estimator  
How much tax will you pay this year? Use this interactive 1040 tax problem solver to help determine your tax bill.

  

 Business Planning

Sales Volume Break-Even Analyzer  
 How many units of your product must be sold to make a profit. See a detailed list of the profit generated at each sales volume level.

Marketing Campaign Profitability Analyzer  
Analyze the return on a direct marketing campaign. This interactive calculator will help you determine if your marketing plan will be profitable?

  

 Personal Finance

Home Budget Analyzer  
One of the most important aspects of controlling your budget is to determine where your money is going. This interactive problem solver helps you do just that.

Life Insurance Need Estimator  
How much life insurance do you need? Enter your current assets, expenses, income and let us help you determine how much life insurance you need.

Checkbook Balancer  
Let us help you balance your checkbook.

Credit Card Pay Off  
Find the best repayment options to pay off your credit card balance.

Debt Consolidation Financial Calculator  
Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.

Savings Calculator  
What will it take to reach your savings goal? Enter in your savings plan and view graphically your financial results.

Savings After Inflation And Taxes?  
Use this interactive problem solver to determine how much your savings will be worth with these two important variables in mind.

  

 College Saving

College Savings Planner  
Saving for your children's education requires a long term plan. And like saving for retirement - the earlier you start your plan the better! Use this calculator to help develop and fine tune your education savings plan.

  

 Retirement & Wealth Planning

Retirement Planner  
Do you know what it will take to create a secure retirement? Use this interactive problem solver to help you create your retirement plan.

Social Security Benefits Estimator  
Estimate how much money you’ll receive from Social Security when you retire.

Variable Annuity Calculator  
Contributing to a Variable Annuity creates long term tax deferred growth. See how a Variable Annuity might fit into your retirement plan.

Traditional IRA Calculator  
An IRA can be an effective retirement tool. Contributing to a Traditional IRA can create a current tax deduction, plus it provides for tax deferred growth.

Roth IRA Appraiser  
Which is better: a Roth IRA or a Traditional IRA?

Roth IRA Transfer Evaluator  
The Roth IRA transfer calculator was designed to show you the effect of transferring a Traditional IRA into a Roth IRA.

Become A Millionaire  
What will it take to save one million dollars?  Enter in your current savings plan and view graphically your financial results for each year until you retire!

  

 Buying A Home

Mortgage Qualifier  
The first step in buying a house is determining your budget. This interactive problem solver steps you through the process of finding out how much you can borrow.

Mortgage Refinance Analyzer  
Should you refinance your mortgage? Find out how much money you'll save and how long it will take to breakeven on a mortgage refinance?

Mortgage Reduction Analyzer  
Save thousands of dollars in interest by increasing your monthly payment. Find out how much sooner you will pay off your mortgage by making extra payments?

Mortgage Comparison: 15 years vs. 30 years
Determining which mortgage term is right for you can be a challenge. Use this calculator to compare these two mortgage terms, and let us help you decide which term better for you.  

Mortgage Points Evaluator  
Should you pay points? This calculator helps you determine if you should pay for points, or use the money to increase your down payment.

  

 Buying A Car

Auto Loan Analyzer  
Determine how much car you can afford to buy based on your desired monthly payment.

Auto Loan Vs. Home Equity Loan  
Home equity loans often have lower interest rates than auto loans and the interest may be tax deductible. Find out how much you can save.

Auto Lease Vs. Buy Analyzer  
Should you lease or buy your car? Use this interactive problem solver to find out!
   

 All Loans

Loan Amortization Calculator  
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment. You can then examine your principal balances by payment, total of all payments made, and total interest paid. Press the report button to see a monthly payment schedule.