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Business Tax Season Preparation Questionnaire

Personal Tax Season Preparation Questionnaire

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Helping you navigate your tax and financial life.

Unique Tools to Help Plan Your Future

We’ve compiled a few financial calculators to help you successfully plan for your future. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future. 


Mortgage Calculator

Use this calculator to generate an estimated amortization schedule for your current mortgage. The values for your monthly payment and your interest will update automatically as you enter your information.

Loan Amount ($):
Term (Years):
Interest Rate (%):

Results:

Monthly Payment:
Total Interest:
Average Monthly Interest:

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


Interest Calculator

To calculate your expected monthly payment on a loan, enter the number of payments, interest rate (%), and principal, then click the "Compute" button to calculate.

# of
Payments
Interest
Rate
Principal
Monthly
Payment

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


Savings Calculator

Build up your savings by putting away a small amount each month.

Total invested each month:
Number of months/years to save:
Interest rate on savings:   %

Total :

Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.


Virtual Back Office

Put your focus back on your business by handing your accounting work over to our firm. When you outsource your accounting function to us, you get a team of professionals working for you. We handle your complex tax and accounting work while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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