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Financial Calculators



Tax Resources



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FINANCIAL CALCULATORS





Taxes



  • Federal income tax calculator
  • Will my investment interest be deductible?
  • Capital gains (and losses) tax estimator
  • How much of my social security benefit may be taxable?
  • What is my taxable-equivalent yield?
  • Tax refund estimator


Home & Mortgage



  • How much home can I afford?
  • Should I refinance my home mortgage (break even)?
  • Mortgage calculator
  • Should I rent or buy a home?
  • Which is better: fixed or adjustable-rate mortgage?
  • Adjustable rate mortgage calculator
  • How do closing costs impact the interest rate?


Paycheck & Benefits



  • How much is my company bonus after taxes?
  • How will payroll adjustments affect my take-home pay?
  • Future value of my employee stock options?
  • Exercise my "in-the-money" stock options?
  • What may my 401(k) be worth?
  • What may my 457 Plan be worth?


Credit



  • How long will it take to pay my credit card?
  • What are my loan payments?
  • Re-structuring debts for accelerated payoff
  • Cash up front or payments over time?
  • Estimate my credit score




Tax resources





IRS Publications



The IRS uses Adobe Acrobat PDF files as a means to distribute publications and other information. PDF files are provided for all IRS published products.


Publications

tax appointment checklist



This checklist is a means to guarantee you provide us with the necessary information to complete the service.


Checklist

IRS withholding calculator



If you are an employee, the Withholding Calculator can help you determine whether you need to give your employer a new Form W-4, Employee’s Withholding Allowance Certificate to avoid having too much or too little Federal income tax withheld from your pay.


Withholding Calculator

where is my refund?



  • Click the first button for Amended Federal Return
  • Click the second button for Federal Refund

Amended Federal Federal

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