Client Data Forms, Calculators and Links

Client Data Collection Forms

Form 990 Questionnaire

Cost Reports


Two people looking at computer and charts seated at a table.

Paycheck Calculator

IRS Withholding Estimator

Check your tax withholding with the IRS Tax Withholding Estimator, a tool that helps ensure you have the right amount of tax withheld from your paycheck.

Online Tax Calendar

When To Pay Estimated Taxes

Where’s My Refund? FEDERAL

Where’s My Refund? STATE

Mortgage Calculator

  • Which Mortgage is better (Comparison)
  • Should I Pay Points?
  • Fixed vs. Adjustable?
  • Am I Better Off Refinancing?
  • How Much Should I Put Down?
  • How Advantageous is it to Make Additional Payments?
  • How Can I Pay Off My Loan Early?
  • How Much House Can I Afford?

Car/Boat/Vehicle Calculator

  • Should I finance or pay cash?
  • How much will my payments be?
  • Should I Purchase or Lease?
  • How Much Should I Put Down?

Life Insurance Calculator

  • How Much Life Insurance do I Need?

Retirement Calculator

  • How Much do I Have to Withdraw From My Regular IRA?
  • How Much Can I Contribute?

Apply for an Employer Identification Number (EIN)

Sales Tax Deduction Calculator

  • Determine the amount of state and local general sales tax you can claim when you itemize deductions on Schedule A (Forms 1040 or 1040-SR). ?