Certified Public Accountants
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, Equipment Buy vs. Lease, Like Kind Exchange, Repossession of Real Property, More...

Debt and Credit Cards
Credit Card Pay Off, More...

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

Investment
Asset Allocation Calculator, More...

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

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

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

Retirement
Retirement Pension Planner, Retirement Planner, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...

Savings
CD Ladder Calculator, College Savings, Cool Million, Savings Goals, More...

Tax
1040 Tax Calculator, Estate Tax Planning, Net to Gross Paycheck 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.
Equipment Buy vs. LeaseShould you lease your equipment or finance it? Find out with this calculator!
Like Kind ExchangeThis calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange.
Repossession of Real PropertyIf you have repossessed real property, you can this calculator to determine the gain or loss as well as its new basis.
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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.
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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.
Fixed Annuity CalculatorA fixed annuity can provide a secure, tax-deferred investment. Use this calculator to see how a fixed annuity might fit into your retirement plan.
Life Insurance CalculatorFind out how much life insurance you really need!
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Investment


Asset Allocation CalculatorYour age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
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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!
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!
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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!
Life ExpectancyThis calculator can give you an idea of your life expectancy based on your current age, smoking habits, gender and several other important lifestyle choices.
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Retirement


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.
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?
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Savings


CD Ladder CalculatorUse this calculator to examine the benefits of investing in a series of Certificates of Deposits with different maturities, also called a CD Ladder.
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!
Savings GoalsWhat will it take to reach your savings goal? This financial calculator helps you find out.
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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.
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.
Net to Gross Paycheck CalculatorDetermine the gross paycheck needed to provide a required net amount.
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