Financial Tools

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.

Federal Tax Forms & IRS Publications


Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.
Federal Tax Forms
IRS Publications

Client Tax Organizer


Please complete this Organizer before your appointment. Prior year clients should use the proforma Organizer provided.

Schedule an Appointment


Click Here to Schedule an Appointment

Latest News


Auto


Auto

Auto Loan Calculator, Auto Loan Early Payoff, Auto Rebate vs. Low Interest Financing, Bi-weekly Payments for an Auto Loan, Bi-weekly Payments for an Auto Loan with Fees, Dealer Financing vs. Credit Union Financing, Home Equity Loan vs. Auto loan, Lease vs. Buy, Low Interest Financing Savings,

Business


Business

Breakeven Analysis, Business Debt Consolidation Calculator, Business Valuation - Discounted Cash Flow, Cash Flow Calculator, Commercial Loan Calculator, Debt Service Coverage, Equipment Buy vs. Lease, Financial Ratios, Inventory Analysis, Like Kind Exchange, Profit Margin Calculator

Debt and Credit Cards


Debt and Credit Cards

Accelerated Debt Payoff, Consolidation Loan Investment Calculator, Cost-of-Debt Calculator, Credit Card Minimum Payment Calculator, Credit Card Optimizer, Credit Card Pay Off, Home Equity Debt Consolidation, How much do you owe?, Personal Debt Consolidation, Roll-Down Your Credit Card Debt!

Insurance


Insurance

Comprehensive Life Insurance Analysis, Disability Insurance, Fixed Annuity Calculator, Health Savings Account (HSA) Contribution Calculator, Health Savings Account (HSA) Goal Calculator, Health Savings Account (HSA) Savings Calculator, Health Savings Account (HSA) vs. Traditional Health Plan

Investment


Investment

Annual Rate of Return Calculator, Annual Stock Option Grants, Asset Allocation Calculator, Compare Investment Fees, Future Contracts Calculator, Future Value Calculator, Investment Distributions, Investment Goal, Investment Loan, Investment Property Calculator, Investment Questionnaire, Investment Returns

Loan


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

Mortgage


Mortgage

Adjustable Rate Mortgage Calculator, APR Calculator for Adjustable Rate Mortgages, ARM vs. Fixed Rate Mortgage, Balloon Mortgages, Bi-weekly Payment Calculator, Bi-weekly Payments for an Existing Mortgage, Blended Rate Mortgage Calculator, FHA Mortgage Loan Calculator

Personal Finance


Personal Finance

Basic Calculator, Basic Financial Calculator, Checkbook Balancer, Credit Assessment, Home Budget Analysis, Life Expectancy, Net Worth, Should my spouse work? Student Budget

Retirement


Retirement

401(k) Savings Calculator, 401(k) Savings with Profit Sharing, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 457 Savings Calculator, 72(t) Calculator, 72(t) Distribution Impact, Beneficiary Required Minimum Distributions, Company Stock Distribution Analysis Calculator

Savings


Savings

Benefit of Spending Less, CD Ladder Calculator, Certificate of Deposit Calculator, College Savings, Compare Savings Rates, Compound Interest and Your Return, Cool Million, Credit Union Certificate Calculator, Don't Delay Your Savings!, Emergency Savings Calculator

Tax


Tax

1040 Tax Calculator, 1040 Tax Calculator (Tax Year 2006), 1040 Tax Calculator (Tax Year 2007), 1040 Tax Calculator (Tax Year 2008), 1040 Tax Calculator (Tax Year 2009), 1040 Tax Calculator (Tax Year 2011), 457 Payroll Deductions, Earned Income Credit (EIC) Calculator, Estate Tax Planning