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 the decision making process.
Business
Breakeven Analysis, Business Debt Consolidation Calculator, Business Valuation - Discounted Cash Flow, Cash Flow Calculator, Commercial Loan Calculator, Equipment Buy vs. Lease, Financial Ratios, Inventory Analysis, Like Kind Exchange, Profit Margin Calculator, Repossession of Personal Property from a Deferred Payment Sale, Repossession of Personal Property from an Installment Payment Sale, Repossession of Real Property, Working Capital Needs More...
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Investment
Annual Rate of Return Calculator, Lump Sum Present Value Calculator, Personal Economic Recovery Calculator, Present Value Calculator More...

Loan
Alternative Payment Frequencies, Amortizing Loan Calculator, Balloon Loan Calculator, Debt Consolidation Calculator, Enhanced Loan Calculator, Equity Line of Credit Payments, Existing Loan Calculator, Home Equity Line of Credit Calculator, Line of Credit Payoff, Loan & Credit Line Payment, Loan & Credit Line Tax Savings, Loan Comparison Calculator, Loan Prequalification Calculator More...
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Retirement
401(k) Calculator, 401(k) Savings with Profit Sharing, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Plan Withdrawal, 457 Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Company Stock Distribution Analysis Calculator, How Important is Social Security?, Individual 401(k) Contribution Comparison, Individual 401(k) Savings Calculator, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Required Minimum Distribution (RMD) for Current Year, Retirement Contribution Effects on Your Paycheck, Retirement Income, Retirement Nestegg Calculator, Retirement Pension Planner, Retirement Planner, Retirement Shortfall, RMD & Stretch IRA Calculator, Roth 401(k) vs. Traditional 401(k), Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Roth vs. Traditional 401(k) and your Paycheck, Social Security Benefits, Traditional IRA Calculator More...

Business


Breakeven Analysis Find out how many and what price you must sell your product at to make a profit.
Business Debt Consolidation Calculator Should your business consolidate its debt? Use this calculator to find out.
Business Valuation - Discounted Cash Flow This 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 Calculator Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.
Commercial Loan Calculator Use this calculator to estimate your debt service coverage with a new loan. If your debt service coverage is high enough, including your new loan payment, you have a good chance of being approved.
Equipment Buy vs. Lease Should you lease your equipment or finance it? Find out with this calculator!
Financial Ratios This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.
Inventory Analysis Use this calculator to determine how much inventory you should hold, and efficient timing of your inventory orders.
Like Kind Exchange This calculator is designed to calculate and the recognized loss, gain and the basis for a Like Kind Exchange.
Profit Margin Calculator This calculator can help you determine the selling price for your products to achieve a desired profit margin.
Repossession of Personal Property from a Deferred Payment Sale If 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 Sale If you have repossessed personal property with installment payments, you can this calculator to determine the gain or loss.
Repossession of Real Property If you have repossessed real property, you can this calculator to determine the gain or loss as well as its new basis.
Working Capital Needs Working capital essential to running your business. This calculator assists you in determining your working capital needs for the next year.
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Investment


Annual Rate of Return Calculator Use this calculator to determine the annual return of a known initial amount, a stream of deposits, plus a known final future value.
Lump Sum Present Value Calculator Use this calculator to determine the present value of a future lump sum.
Personal Economic Recovery Calculator This calculator can help you determine exactly what it might take to return your to your original investment balance.
Present Value Calculator Use this calculator to determine the present value of a known final future value plus a stream of deposits.
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Loan


Alternative Payment Frequencies Use this calculator to determine your payment or loan amount for different payment frequencies.
Amortizing Loan 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!
Balloon Loan Calculator A balloon loan can be an excellent option for many borrowers. Use this calculator to see how a balloon loan might work for you.
Debt Consolidation Calculator Should you consolidate your debt? Use this calculator to find out.
Enhanced Loan Calculator Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Equity Line of Credit Payments What will my monthly payments be for an interest only equity line of credit?
Existing Loan Calculator Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Home Equity Line of Credit Calculator How big of a home equity line of credit can you receive? Use this calculator to find out!
Line of Credit Payoff Use this calculator to see what it will take to pay off your line of credit, and what you can change to meet your repayment goals.
Loan & Credit Line Payment This calculator helps determine your loan or credit line payment.
Loan & Credit Line Tax Savings This calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments.
Loan Comparison Calculator Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Loan Prequalification Calculator Use this calculator as your first step in determining your ability to qualify for a loan.
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Retirement


401(k) Calculator A 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.
401(k) Savings with Profit Sharing Use this calculator to how a 401(k) with profit sharing plan can help you save for retirement..
401(k) Spend It or Save It Calculator There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.
403(b) Savings Calculator If you are an employee of a non-profit tax-exempt organization, a 403(b) can be one of your best tools for creating a secure retirement.
457 Plan Withdrawal Use this calculator to see what your net 457 plan withdrawal would be after taxes are taken into account.
457 Savings Calculator A 457 plan 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.
72(t) Calculator The IRS Rule 72T allows for penalty free, early withdrawals from retirement accounts. Use this calculator to determine your allowable 72T Distribution and how it can help fund your early retirement.
72(t) Distribution Impact This calculator is designed to examine the affects of 72T distributions on your retirement plan balance.
Beneficiary Required Minimum Distributions Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.
Company Stock Distribution Analysis Calculator If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
How Important is Social Security? Use this calculator to determine how losing this important retirement asset could affect you.
Individual 401(k) Contribution Comparison Use this calculator to determine your maximum Individual 401(k) contribution as compared to three other possible plan options.
Individual 401(k) Savings Calculator Use this calculator to see the benefits of an Individual 401(k) for the self-employed.
Pension Plan Retirement Options Use this calculator to help decide between joint survivorship and single survivorship pension options.
Required Minimum Distribution (RMD) Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Required Minimum Distribution (RMD) for Current Year Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account for the current year.
Retirement Contribution Effects on Your Paycheck Use this calculator to see how increasing your contributions to a 401(k), 403(b) or 457 plan can affect your paycheck as well as your retirement.
Retirement Income Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.
Retirement Nestegg Calculator Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nestegg should be.
Retirement Pension Planner Plan your retirement with a company pension, find out if you are on track - and learn how to stay there.
Retirement Planner Quickly determine if your retirement plan is on track - and learn how to keep it there.
Retirement Shortfall Running out of your retirement savings too soon is one of the biggest risks to a comfortable retirement. Use this calculator to find a potential shortfall in your current retirement savings plan.
RMD & Stretch IRA Calculator Use this calculator to help determine how you can stretch out your retirement plan distributions for as long as possible.
Roth 401(k) vs. Traditional 401(k) Use this calculator to determine which 401(k) contribution type might be right for you.
Roth IRA Calculator Use this calculator to compare the Roth IRA to an ordinary taxable investment.
Roth IRA Conversion This calculator will show the advantage, if any, of converting your IRA to a Roth.
Roth IRA vs. Traditional IRA Use this calculator to determine which IRA may be right for you.
Roth vs. Traditional 401(k) and your Paycheck See how a Roth vs. Traditional 401(k) might affect your take home pay as well as your retirement savings.
Social Security Benefits Use this calculator to estimate your Social Security benefits.
Traditional IRA Calculator How can contributing to a regular IRA help you in your retirement?
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