Tax client resources
Helpful planning calculators for client conversations.
These tools are designed to give quick educational estimates before a deeper conversation with a qualified tax professional.
Loans
Loan Payment
Estimate a monthly payment, total paid, and total interest for a fixed-rate installment loan.
MortgageMortgage Payment
Estimate a monthly mortgage payment including principal, interest, taxes, insurance, and HOA.
Tax PlanningSelf-Employment Set-Aside
Estimate a simple tax reserve for self-employment or 1099 income based on expected profit and a planning percentage.
Tax PlanningQuarterly Tax Estimate
Estimate a simple quarterly tax payment target based on expected annual tax, withholding, prior payments, and remaining payment periods.
For professional websites
Every calculator has an embed version at /embed/calculator-name, making it easier to place a focused calculator inside a tax firm resource page.