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Initially this section will offer calculators and forms and other pieces of helpful advice.  They are being developed.  

Forms that may be provided include checklists for your accountant to prepare your taxes and various tax forms and tax charts.

Form 1040 Individual Tax Organizer for 2013  -  Use this form to have all your tax documentation in order for your tax preparer.  Being organized will save your preparer time and perhaps lower your preparation fees. 


To get you started, here are links to some helpful calculations until all of them have been well created.           

1st Time Home Buyer Credit  -  Use our First Time Home buyer Credit Account Look-up to get account information such as the total amount of your credit or your repayment amount. 

Filing & Paying Business Taxes  -  This section provides links to a variety of IRS forms that businesses will need while filing, reporting, and paying  business taxes.  

Eventually, you will be able to enter your personal information and have reports that you can print off.  Some of the items you will be able to calculate are:

Calculating mortgage payments

The number of units needed to sell to break even

Calculating auto payments

To lease or purchase an auto

How long it will take to pay off your credit cards

Estimated net worth 


There may be templates available for creating your own business plan and setting up your own budget.