1040 Tax Estimator

1040 EZ Tax Estimator

Marginal and Effective Tax Rates

Self-Employment Tax Calculator


Payroll Deductions


Flexible Spending Account Savings Calculator 

Free Tax Organizer


1040 Tax Estimator    top of page
How much tax will you pay this year? Will you get a refund? Enter your filing status, income, deductions, and credits we will estimate your total taxes for the year.

1040 EZ Tax Estimator    top of page
The 1040EZ is a simplified form used by the IRS for income taxpayers that do not require the complexity of the full 1040 tax form. Simply select your tax filing status and enter a few other details to estimate your total taxes for the year. How much tax will you pay this year? Will you get a refund? Use this quick interactive calculator to help determine your tax bill.

Marginal and Effective Tax Rates    top of page
Knowing your income tax rate can help you calculate your tax liability for unexpected income, retirement planning or investment income. This calculator helps you estimate your effective (or average) tax rate, your current tax bracket, and your marginal tax rate.

Self-Employment Tax Calculator    top of page
Use this calculator to estimate your self-employment taxes.

Payroll Deductions    top of page
Use this calculator to help you determine the impact of changing your payroll deductions. You can enter your current payroll information and deductions and then compare them to your proposed deductions. Try changing your withholdings, filing status, or retirement savings and let the payroll deduction calculator show you the impact on your take home pay.

 

Flexible Spending Account Savings Calculator   top of page
Use this calculator to see how participating in your employer's "Flexible Spending Account" can help you pay less tax, and increase your net take home pay.

Loan Amortization Calculator    top of page
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment. You can then examine your principal balances by payment, total of all payments made, and total interest paid. Press the report button to see a monthly payment schedule.

Comparison Loan Calculator   top of page
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment. You can then examine your principal balances by payment, total of all payments made, and total interest paid. Press the report button to see a monthly payment schedule.

Accelerated Debt payoff Calculator   top of page
Enter your desired payment - and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment. You can then examine your principal balances by payment, total of all payments made, and total interest paid. Press the report button to see a monthly payment schedule.


Free Tax Organizer
top of page
Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions. Please complete the following steps to take advantage of this tax organizer.
  1. Click on the "View Tax Organizer" link below to bring up the organizer in a new window.
  2. Print the organizer by clicking on the printer icon on the top of the screen.
  3. Fill out all the information you can.
  4. Call us and schedule a meeting.
  5. Bring the completed tax organizer and all supporting documents to the meeting.

Tax Organizer Form

In order to download PDF Documents you must have a copy of Adobe Acrobat Reader. Adobe Acrobat Reader can be downloaded by clicking on the icon below.