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FREE TOOLS & CALCULATORS:
WHAT TAX DISTRICT ARE YOU IN? Check your address in: Ohio WHERE'S MY REFUND? Click here to check the status of your Federal Refund.
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This page is currently under construction!
It is expected to be finished well before the next mellinium. Thank you for your patience. Affordable, relevant CPE is on it's way! Continuing Professional Education Online!
Access our on-line tools quickly by adding us to your list of favorites. All our courses are free! If you would like CPE credit for any of these courses, just follow these procedures: Be advised - We cannot refund this charge, even if you choose not to take the test.
Accounting & Administration CoursesTax Courses401k / 403b Administration CoursesMost of these tools are available online free of charge! We hope you find them useful! Most of them are Read-only files (IE: Not meant to be saved to your PC). They are also available for purchase as a single-user license: The Passwords are removed; the design spec's & formulas are open to see and edit as you wish! Prices range from $4 for the expense report to just $329 for a Financial Modeling Template with Ratios, a Business Appraisal, and an Altman's Z-Score! Purchased tools are provided in two formats: Purchase them & download them to your PC so you can save your changes and print them in any format you wish. ADMINISTRATIVE TOOLS:A Detailed Business Plan Narrative Write your own business plan using the same template we use in-house! The template includes instructions to help guide you thru the process. Our narrative is designed to integrate with the Financial Modeling tool offerred on Projected Finanacial Statements.com. You can use another set of projected financial statements, but our software will save you a great deal of time and expense! Every new business should go thru the steps of preparing a detailed business plan. You will learn things about your business, your industry and yourself that you would never have learned otherwise. Preparing the detailed plan will help you eliminate many variables to failure, which improves your chances of success! This is why Banks and Venture Capitalists often ask for them. Expense Report Enter mileage and expenses in the Yellow Highlighted Fields. Financial Loan Package Checklist We provide a detailed list of things you need in order to get a business loan. We also provide tools to help you put the package together, including a free template to help you write your own business plan! We also offer financial modeling software to help you create your own Financial Projections. You won't find more sophisticated and user-friendly tools anywhere! List of Financial Ratios Often Used in Financial Analysis We show you many of the ratios used to analyze a company's financial condition - along with an explanation of why each ratio is considered to be important. Loan Amortization Schedule Change the payment terms and watch what happens. Loan Amort. Sch. with a Loan Payment calculator Use this loan schedule if you also need to calculate the monthly payment: Pay-Check Calculator! Accurate to the penny in the State of Ohio! For other states: Over-ride the Ohio tables by entering your state's rate in the over-ride field. Instantly calculate: Personal Financial Statement If you're going after a loan, you'll need one of these. This is easy to fill out, and it's very presentable! We also provided ideas for appraising your small business using standard 'Rule of Thumb' methods. Purchased tools are provided in two formats: Purchase them & download them to your PC so you can save your changes and print them in any format you wish. TAX TOOLS:Calculation of Days Out For Cities in Ohio: Fill out this form if the following criteria are met: Entity Planning Tool This tool helps you estimate the tax ramifications of each taxable entity, based on Projected Pre-tax income! Standard Mileage Rates This Table lists the Standard Mileage Rates allowed by the IRS since 1997. Income Tax Calculation Spreadsheets
C-Corps
S-Corps and LLCs We use this spreadsheet for tax planning, and for calculating the deferred income tax entry for accrual basis financial statements. Online versions fo this tool may not be offered for long! Purchased tools are provided in two formats: Purchase them & download them to your PC so you can save your changes and print them in any format you wish. 401k / 403b ADMINISTRATION TOOLS:EBAR Calculation - Annual Method: Not for the faint of heart. Use this if you have a plan that allows EBAR calculations; or plug in your data to see if your plan would benefit from an EBAR option. A TPA should be consulted if you are going to use an EBAR, cross-testing, and other complicated options to maximize contributions to HCEs. IE: This tool is designed for TPAs. Calculate your HCE Limits If you know your Non-HCE Percentages, use this tool to make (or verify) your HCE limit calculation. Don't know what an HCE is? Take a look at 401ktest.com's Courses & Tables page. Comparative Analysis of ROTH v. TRADITIONAL RETIREMENT PLANS Find out which investment choice is better based on your unique circumstances: How long till retirement, what you think your tax rate rate will be when you're old and grey, etc. This is a great tool! You can purchase most of these tools as a single-user license: The Passwords are removed; the Design spec's & Formulas are open to see and edit as you wish! Prices range from $4 for an expense report to just $329 for a Financial Modeling Template with Ratios, a Business Appraisal, and an Altman's Z-Score! Purchased tools are provided in two formats: Purchase them & download them to your PC so you can save your changes and print them in any format you wish. |
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