Need a little help to make decisions about loans, savings, and other day-to-day personal finance issues?

These interactive calculators are a good starting point—they help you do the math quickly and easily. But remember, estimates aren’t everything.

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.

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Home Equity Loan vs. Auto loan – Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.


Breakeven Analysis – Find out how many and what price you must sell your product at to make a profit.

Debt and Credit Cards

Credit Card Pay Off – Use 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.


Life Insurance Calculator – Find out how much life insurance you really need!


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!

Loan & Credit Line Payment – This calculator helps determine your loan or credit line payment.


Mortgage Loan Calculator – Use this calculator to determine your monthly payment and amortization schedule.

Mortgage Payoff – Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Points Calculator – Should you buy points? Use this calculator to find out.

Mortgage Refinance Break Even – Should you refinance your mortgage? Use this calculator to determine when you will break even.

Refinance Interest Savings – Use this calculator to see how much interest you can save by refinancing your mortgage!

Personal Finance

Checkbook Balancer – Balance your checkbook with this quick and easy calculator.

Home Budget Analysis – Analyze your budget, see where your money goes and find out where you can improve!


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.

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?


College Savings – Use this calculator to help develop or fine tune your education savings plan.

Savings Goals – What will it take to reach your savings goal? This financial calculator helps you find out.


1040 Tax Calculator – Enter 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.

AICPA Total Tax Insights Calculator

Get a clearer view of the taxes you pay.

The Total Tax Insights calculator makes it easier to learn something every taxpayer should know: what you’re paying in taxes. The approximate figure of your tax bill generated with more than 20 taxes to consider may surprise you. But it also may help you think differently about a lot of things – from where to live and what kind of car to drive to whether you should change jobs or shop differently. It’s great information to have as you work toward better tax and financial planning and decision-making.

The Total Tax Insights™ calculator is a public service of the American Institute of CPAs to give taxpayers a clearer picture of the number and types of taxes they pay throughout the year and their estimated amounts.

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