Info Center

Events Calendar


The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

 

Federal Tax Forms & IRS Publications


Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

Links

Governmental


The Internal Revenue Service
Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.

Oklahoma Tax Commission
This is the home page of the Okla Tax Comm. You can also obtain forms from this site.

Financial Tools

Should I refinance my mortgage? How much do I need to save for my child’s college education? As accounting professionals, these are some of the questions that are posed to us on a daily basis. We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.

Auto

Auto Loan Early Payoff

Find out how much interest you can save by increasing your monthly auto loan payment

Car Loan Calculator

Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.

Home Equity Loan vs. Auto loan

Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.

Business

Breakeven Analysis

Find out how many and what price you must sell your product at to make a profit.

Debt and Credit Cards

Accelerated Debt Payoff

Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

Consolidation Loan Investment Calculator

Getting a consolidation loan can do more than payoff your debt. Use this calculator to see the results of paying off your debt and investing your payment savings.

Credit Card Optimizer

The Credit Card Optimizer helps you determine the best distribution of your credit card debt.

Credit Card Pay Off

Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

How much do you owe?

Use this calculator as a starting point for your debt management plan.

Personal Debt Consolidation

Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.

Roll-Down Your Credit Card Debt!

The Credit Card Roll-Down Calculator applies two simple principles to paying off your credit card debt.

Debt and Credit Cards

Disability Insurance

Use this calculator to determine how much disability insurance you may need to cover expenses if you are unable to work due to illness or injury.

Life Insurance Calculator

Find out how much life insurance you really need!

Long Term Care Calculator

Long term care is needed by those who can’t perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.

Variable Annuity Calculator

How can a variable annuity help you save for retirement? Use this calculator to find out.

Investment

Annual Stock Option Grants
Use this calculator to project how much a series of annual stock option grants could be worth to you.
Asset Allocation Calculator
Your age, ability to tolerate risk and several other factors are used to calculate a desirable mix of stocks, bonds and cash.
Future Contracts Calculator
Use this calculator to determine the number of futures contracts you may wish to purchase based on your account equity and trading plan.
Investment Loan
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
Investment Returns
There is more to investing than knowing your annual rate of return. Use this calculator to help you see how inflation, taxes and your time horizon can impact your bottom line.
Stock Option Calculator
Use this calculator to determine the value of your stock options for the next one to twenty five years.

Loan

Alternative Payment Frequencies

Use this calculator to determine your payment or loan amount for different payment frequencies.

Amortizing Loan Calculator
Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!
Balloon Loan Calculator
A balloon loan can be an excellent option for many borrowers. Use this calculator to see how a balloon loan might work for you.
Debt Consolidation Calculator
Should you consolidate your debt? Use this calculator to find out.
Enhanced Loan Calculator
Use the slider controls to instantly change your monthly payment, loan amount, interest rate or term.
Equity Line of Credit Payments
What will my monthly payments be for an interest only equity line of credit?
Existing Loan Calculator
Use this calculator to analyze one of your existing loans. Calculate your remaining balance based on the number of monthly payments you have remaining.
Home Equity Line of Credit Calculator
How big of a home equity line of credit can you receive? Use this calculator to find out!
Line of Credit Payoff

Use this calculator to see what it will take to pay off your line of credit, and what you can change to meet your repayment goals.

Loan & Credit Line Payment
This calculator helps determine your loan or credit line payment.
Loan & Credit Line Tax Savings
This calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments.
Loan Comparison Calculator
Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.
Loan Prequalification Calculator
Use this calculator as your first step in determining your ability to qualify for a loan.

Mortgage

Adjustable Rate Mortgage Calculator
This calculator helps you to determine what your adjustable mortgage payments will be.
ARM and Interest Only ARM vs. Fixed Rate Mortgage
Use this calculator to compare a fixed rate mortgage to two types of ARMs, a Fully Amortizing ARM and an Interest Only ARM.
Balloon Mortages
A balloon mortgage can be an excellent option for many home buyers, use this calculator to see if a balloon mortgage might fit your needs.
Bi-Weekly Payment Calculator
Using bi-weekly payments can accelerate your mortgage payoff and save you thousands in interest. Use this calculator to compare a typical monthly payment schedule to an accelerated bi-weekly payment.
Maximum Mortgage
Use this calculator to determine your maximum mortgage and how different interest rates affect your how much you can borrow.
Mortgage APR Calculator

Use this calculator to find the APR on your mortgage.

Mortgage Compensation: 15 years vs. 30 years
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.
Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.

Mortgage

Mortgage Payoff
Save thousands of dollars in interest by increasing your monthly mortgage payment.
Mortgage Points Calculator

Should you buy points? Use this calculator to find out.

Mortgage Qualifier
Can you buy your dream home? Find out just how much you can afford!
Mortgage Refinance Breakeven
Should you refinance your mortgage? Use this calculator to determine when you will break even.
Mortgage Required Income
Use this calculator to determine how much income you need to qualify for a mortgage and how different interest rates affect your required income.
Mortgage Tax Savings Calculator
Interest and points paid for a home mortgage are tax deductible. Use this calculator to determine how much your mortgage could save you in income taxes.
Refinance Interest Savings

Use this calculator to see how much interest you can save by refinancing your mortgage!

Rent vs. Buy

Are you better off buying your home, or should you continue to rent?

Retirement

401(k) Calculator
Empty section. Edit page to add content here.
401(k) Spend it or Save it Calculator
Empty section. Edit page to add content here.
403(b) Savings Calculator
Empty section. Edit page to add content here.
72(t) Calculator
Empty section. Edit page to add content here.
Beneficiaries Required Minimum Distribution
Empty section. Edit page to add content here.
How Important is Social Security
Empty section. Edit page to add content here.
Pension Plan Retirement Options
Empty section. Edit page to add content here.
Required Minimum Distribution (RMD)
Empty section. Edit page to add content here.
Retirement Income
Empty section. Edit page to add content here.

Retirement

Retirement Pension Planner
Empty section. Edit page to add content here.
Retirement Planner
Empty section. Edit page to add content here.
Retirement Shortfall
Empty section. Edit page to add content here.
Roth IRA Calculator
Empty section. Edit page to add content here.
Roth IRA Conversion
Empty section. Edit page to add content here.
Roth IRA vs. Traditional IRA
Empty section. Edit page to add content here.
Social Security Benefits
Empty section. Edit page to add content here.
Traditional IRA Calculator
Empty section. Edit page to add content here.

Tax

1040 Tax Calculator
Empty section. Edit page to add content here.
Estate Tax Planning
Empty section. Edit page to add content here.
Marginal Tax Rate Calculator
Empty section. Edit page to add content here.
Payroll Deductions Calculator
Empty section. Edit page to add content here.
U.S. 1040EZ Tax Form Calculator
Empty section. Edit page to add content here.

Personal Finance

Checkbook Balancer
Empty section. Edit page to add content here.
Credit Assessment
Empty section. Edit page to add content here.
Home Budget Analysis
Empty section. Edit page to add content here.
Life Expectancy
Empty section. Edit page to add content here.
Net Worth
Empty section. Edit page to add content here.