(415) 431-9660 or (844) 356-9700 info@taxplusfinancial.com

Retirement Calculator

The Retirement Calculator can help you plan the financial aspects of retirement.  Each calculation can be used individually for quick and simple calculation.

More 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!

Understanding Alternative Minimum Tax

Understanding Alternative Minimum Tax   Introduction   The Alternative Minimum Tax (AMT) is a tax system in the United States designed to ensure that high-income individuals and corporations pay a minimum amount of tax, regardless of the various deductions...

Is my Social Security Income Taxable?

Understanding the Tax Liability of Social Security Income   Introduction   For many retirees, Social Security benefits are a vital source of income. However, not everyone is aware that these benefits may be subject to federal income taxes, depending on their overall...

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.

info@taxplusfinancial.com

(415) 431-9660

4100 Redwood Rd. Suite #20A-440, Oakland, CA 94619

M-F: 8am-5pm, S-S: Closed