Client Tax Calculators

I have provided some helpful online calculator links for my clients.

Mortgage Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.

Social Security Calculator

Estimate your Social Security benefits using the Social Security Administration's Quick Calculator.

Investment Needed to Achieve Goal

Use this calculator to determine the investment needed to achieve your goal.

Loan Calculator

Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter.

Loan Amortization Calculator

Use this calculator to calculate a loan amount based on your desired monthly payment or to calculate a monthly payment based on a loan amount.

Regular IRA vs. Roth IRA

Use this calculator to determine whether a regular IRA or a Roth IRA is right for you.

Minimum IRA Distribution

Use this calculator to determine the amount that the federal government requires you to withdraw annually from your IRA.

California Tax Calculator

The 2018 tax calculator allows you to figure your 2018 tax by using your filing status and taxable income amount.