Financial Tools
Here’s some helpful financial tools we hope you find helpful. For more information, please contact us!
Useful Resources and Calculators
Inflation Calculator
Calculates the equivalent value of the U.S. dollar in any year from 1914 to 2022. Based on average CPI data
Amortization Schedule
See how much of your payment is going to interest and principle with this simple amortization schedule.
Income Tax Calculator
The income tax calculator estimates the refund or potential amount owed on your federal tax return.
Mortgage Calculator
The Mortgage Calculator can determine the monthly payment amount including taxes, insurance (and other monthly fees such as HOA).
401k Calculator
The 401(k) Calculator can estimate a 401(k) balance at retirement as well as distributions in retirement based on income, contribution, age, salary increase, and investment return.
Interest Calculator
The Interest Calculator can help determine the interest payments and final balances on not only fixed principal amounts but also additional periodic payments.
Retirement Calculator
The Retirement Calculator can help you plan the financial aspects of retirement. Each calculation can be used individually for quick and simple calculations.
Payment Calculator
The Payment Calculator can determine the monthly payment amount or loan term for a fixed interest loan.
Resources
Other Services We Provide
Monthly Bookkeeping
Every Month Your Company Books will be Balanced and Reconciled.
Financial Reporting
Once we’ve balanced and reconciled your books, we provide and discuss monthly financial statements.
Annual and Quarterly Tax Filings
We will prepare and file your company income tax returns as wells as quarterly payroll and unemployment tax filings.
Books Clean-Up
Many of our customers haven’t kept accurate bookkeeping records for years. We are able to clean up and get your company books back on track.
Prepare and File Prior Year Tax Returns
Haven’t filed tax returns in a while? No problem! We can retrieve income records from the IRS and prepare prior year tax returns so that you get back into compliance with the IRS.
Tax Resolution
do you owe money to the IRS or have back tax problems? We can help. We’ve negotiated and settles of hundreds of cases for individuals and small businesses.
Tax Blog!
Visit Often as we are always updating!
Calculating the Cost Basis of Restricted Stock Units
Calculating the Cost Basis of Restricted Stock Units: A Comprehensive Guide Restricted Stock Units (RSUs) are a common form of equity compensation awarded to employees by companies. RSUs represent a promise to issue a specific number of shares of company stock at a...
Home Office Deductions
It is estimated that over 40 million Americans work from home at least some of the time and with each passing year that number continues to grow. In today's world computers, smartphones and high-speed internet access make it easier and oftentimes more profitable to...
Serving Taxpayers Throughout the Bay Area
Contact Us
We want to hear from you! If you have any questions, concerns or want to just see if we are a good fit to work together please contact us. We are here to serve our customers.