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.
Auto
Car Loan Calculator, Home Equity Loan vs. Auto loan, Lease vs. Buy, More...
Business
Breakeven Analysis, Business Valuation - Discounted Cash Flow, Cash Flow Calculator, Equipment Buy vs. Lease, Financial Ratios, Like Kind Exchange, Profit Margin Calculator, Working Capital Needs, More...

Debt and Credit Cards
Credit Card Pay Off, Student Loan Consolidation and Debt Payoff, More...

Insurance
Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) vs. Traditional Health Plan, Health Savings Accounts (HSA) Employer Benefit, Life Insurance Calculator, More...

Investment
Investment Loan, Investment Returns, Lump Sum Future Value Calculator, Lump Sum Present Value Calculator, REIT Tax-Equivalent Distribution, More...

Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Loan & Credit Line Payment, Loan & Credit Line Tax Savings, Loan Comparison Calculator, More...

Mortgage
Fixed Rate Mortgage vs. Interest Only Mortgage, Mortgage Comparison: 15 Years vs. 30 Years, Mortgage Loan Calculator, Mortgage Payoff, Mortgage Points Calculator, Mortgage Refinance Break Even, Refinance Interest Savings, More...

Personal Finance
Basic Calculator, Basic Financial Calculator, Checkbook Balancer, Home Budget Analysis, Net Worth, More...

Retirement
Pension Plan Retirement Options, Retirement Pension Planner, Retirement Planner, RMD & Stretch IRA Calculator, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...

Savings
College Savings, Cool Million, Home Buyer Savings Calculator, Savings Goals, Savings, Taxes, and Inflation, More...

Tax
1040 Tax Calculator, Estate Tax Planning, Hourly Paycheck Calculator, Marginal Tax Rate Calculator, Net to Gross Paycheck Calculator, Payroll Deductions Calculator, Self-Employment 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!
< Back

Business


Breakeven AnalysisFind out how many and what price you must sell your product at to make a profit.
Business Valuation - Discounted Cash FlowThis tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
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!
Financial RatiosThis calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Like Kind ExchangeThis calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange.
Profit Margin CalculatorThis calculator can help you determine the selling price for your products to achieve a desired profit margin.
Working Capital NeedsWorking capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
< Back

Debt and Credit Cards


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.
Student Loan Consolidation and Debt PayoffThe Student Loan Consolidation and Debt Payoff calculator applies two simple principles to paying off your Debt; Consolidate your student loans, and use the monthly savings to pay off your other outstanding debt.
< Back

Insurance


Health Savings Account (HSA) Contribution CalculatorThis Health Savings Account (HSA) calculator determines the amount you are allowed to deposit into an HSA account for the current tax year.
Health Savings Account (HSA) vs. Traditional Health PlanCompare an High Deductible Health Plan (HDHP) with a Health Savings Account (HSA) to a traditional health plan.
Health Savings Accounts (HSA) Employer BenefitThis calculator helps estimate the value of creating a High Deductible Health Plan (HDHP) with Heath Savings Accounts (HSA) for your employees.
Life Insurance CalculatorFind out how much life insurance you really need!
< Back

Investment


Investment LoanThis calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
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 Future Value CalculatorUse this calculator to determine the future value of a lump sum.
Lump Sum Present Value CalculatorUse this calculator to determine the present value of a future lump sum.
REIT Tax-Equivalent DistributionThis calculator shows a REIT's hypothetical yield and how ROC impacts tax equivalent yield.
< Back

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!
Loan & Credit Line PaymentThis calculator helps determine your loan or credit line payment.
Loan & Credit Line Tax SavingsThis calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments.
Loan Comparison CalculatorUse this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
< Back

Mortgage


Fixed Rate Mortgage vs. Interest Only MortgageUse this calculator to compare a fixed rate mortgage to Interest Only Mortgage.
Mortgage Comparison: 15 Years vs. 30 YearsUse this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
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!
< Back

Personal Finance


Basic CalculatorThis works just like a pocket calculator.
Basic Financial CalculatorThis works just like a pocket financial calculator. In addition to arithmetic it can also calculate present value, future value, payments or number or periods.
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!
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.
< Back

Retirement


Pension Plan Retirement OptionsUse this calculator to help decide between joint survivorship and single survivorship pension options.
Retirement Pension PlannerPlan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement PlannerQuickly determine if your retirement plan is on track - and learn how to keep it there.
RMD & Stretch IRA CalculatorUse this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth IRA CalculatorUse this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA ConversionThis calculator will show the advantage, if any, of converting your IRA to a Roth.
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?
< Back

Savings


College SavingsUse this calculator to help develop or fine tune your education savings plan.
Cool MillionFind out when your savings plan may make you a millionaire!
Home Buyer Savings CalculatorUse this tool to help you calculate what it might take to save for your new house.
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.
Savings, Taxes, and InflationUse this calculator to determine how much your savings will be worth with these two important variables in mind.
< Back

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.
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.
Hourly Paycheck CalculatorUse this calculator to help you determine your paycheck for hourly wages.
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.
< Back