Tools and Resources

Documents & Forms

Occupation Specific Deduction Lists

• Day Care Provider Deductions List (PDF)
• Direct Seller Deductions List (PDF)
• Hairstylist – Manicurist Deductions List (PDF)
• Long Haul Trucker or Overnight Driver Deductions List (PDF)
• Realtor Deductions List (PDF)

Federal Tax Info

• IRS Forms
• IRS Publications
• IRS Withholding Calculator
• Tax Rates
• Taxpayer Rights

State Tax Info

• State Tax Forms
• State Government Websites

Financial Calculators

• Cash Flow
• Automobile
• College
• Credit
• Home & MortgageTools and Resources
• Insurance
• Paycheck
• Qualified Plans
• Retirement
• Savings
• Taxes
• Automobile
• Lease or buy an automobile?
• Loan vs. 0% dealer financing?
• Tools and ResourcesWhat would my auto payments be?
• Upgrade to a more fuel efficient vehicle?
• Auto loan: accelerated payoff
• How much vehicle can I afford?
• – Top
• Cash Flow
• How much am I spending?
• How much do I need for emergencies?
• Pay down debt or invest more?
• How long will my money last?
• What is my current net worth?
• Should my spouse work?
• What is my projected net worth?
• What is my current cash flow?
• What is my projected cash flow?
• Value of reducing or foregoing expenses
• Historical inflation – compare purchasing power
• – Top
• College
• How much should I be saving for college?
• Can I pay back my student loans?
• Advantages of the Coverdell ESA
• Advantages of a 529 college savings plan
• The value of a college education?
• Payments on a parental (PLUS) loan?
• Live on campus, off campus or at home?
• – Top
• Credit
• How long will it take to pay off my credit card?
• How long until my loan is paid off?
• What are my loan payments?
• What is the balance owing on my loan?
• Consolidate my personal debt?
• Re-structuring debts for accelerated payoff
• Cash up front or payments over time?
• Impact of making extra debt payments?
• Pay off debts or invest the money?
• Estimate my credit score
• – Top
• Home & Mortgage
• How much home can I afford?
• Should I refinance my home mortgage (break even)?
• Mortgage calculator
• Comparing mortgage terms (i.e. 15, 20, 30 year)
• Should I pay discount points for a lower interest rate?
• Should I rent or buy a home?
• Should I convert to a bi-weekly payment schedule?
• Compare a ‘no-cost’ versus traditional mortgage
• What are the tax savings generated by my mortgage?
• Which is better: fixed or adjustable-rate mortgage?
• Adjustable rate mortgage calculator
• How do closing costs impact the interest rate?
• Compare an interest-only versus traditional mortgage
• – Top
• Insurance
• How much life insurance do I need?
• What is my life expectancy?
• Needs for burial and final expenses?
• How much disability income insurance do I need?
• Chances of becoming disabled
• Long-term care insurance needs
• How much will I earn in my lifetime?
• Tax advantages of an annuity?
• How long will my current life insurance proceeds last?
• Future value of an annuity?
• Which Is Better, Comprehensive Plan Or High-Deductible Plan With HSA?
• – Top
• Paycheck & Benefits
• How much is my company bonus after taxes?
• How will payroll adjustments affect my take-home pay?
• Convert my salary to an equivalent hourly wage
• Convert my hourly wage to an equivalent salary
• Future value of my employee stock options?
• Exercise my “in-the-money” stock options?
• What may my 401(k) be worth?
• Impact of increasing my 401(k) contribution?
• What may my 457 Plan be worth?
• Impact of increasing my 457 Plan contribution?
• – Top
• Qualified Plans
• Evaluate my company pension payout options
• How much can I contribute to an IRA?
• Retirement income from my IRA provider?
• Convert to a Roth IRA?
• Qualified plan is worth what retirement?
• Current year required minimum distribution?
• Projected required minimum distributions?
• Lump sum distribution options?
• Maximize my employer 401(k) match?
• Impact of borrowing from my 401(k) plan?
• Impact of early withdrawal from my 401(k)?
• I’m self-employed, how much can I contribute to a retirement plan?
• Net Unrealized Appreciation (NUA) vs. IRA Rollover?
• – Top
• Retirement
• Will retirement impact my living expenses?
• How much will I need for retirement?
• Are my current retirement savings sufficient?
• Social Security retirement income estimator
• How does inflation impact my retirement income needs?
• I’m retired, how long will my savings last?
• When should I begin saving for retirement?
• Convert discretionary expenses to savings?
• How much retirement income may my 401(k) provide?
• Compare a Roth 401(k) to a Traditional 401(K)
• – Top
• Savings
• Becoming a millionaire
• Income generated by a savings plan
• How long will it take to double my money?
• How long until my savings reach my goal?
• Save now vs. save later
• How much should I save to reach my goal?
• What will my current savings grow to?
• Calculate rate of return
• How do taxes and inflation impact my return?
• What is my effective annual yield?
• – Top
• Taxes
• What is my potential estate tax liability?
• Federal income tax estimator
• Should I adjust my payroll withholdings?
• Will my investment interest be deductible?
• How much self-employment tax will I pay?
• Capital gains (and losses) tax estimator
• Compare taxable, tax-deferred, and tax-free growth
• How much of my social security benefit may be taxable?
• Tax implications of paying interest?
• Itemize or take the standard deduction?
• What is my taxable-equivalent yield?
• Tax refund estimator
• – Top
• Quick Contact
• Phone: (719) 728-2829
• Fax: (719) 728-2829
• Email: jnkniffencpa@gmail.com
• More InformationBook an AppointmentSubscribe to Newsletter
• Search
• Search for:
• Helpful Links
• IRS Publications
• Record Retention Guide
• Tax Due Dates
• Tax Forms
• Tax Rates
• Where is my refund?
• Translate
• Select LanguageAbkhazAcehneseAcholiAfarAfrikaansAlbanianAlurAmharicArabicArmenianAssameseAvarAwadhiAymaraAzerbaijaniBalineseBaluchiBambaraBaouléBashkirBasqueBatak KaroBatak SimalungunBatak TobaBelarusianBembaBengaliBetawiBhojpuriBikolBosnianBretonBulgarianBuryatCantoneseCatalanCebuanoChamorroChechenChichewaChinese (Simplified)Chinese (Traditional)ChuukeseChuvashCorsicanCrimean Tatar (Cyrillic)Crimean Tatar (Latin)CroatianCzechDanishDariDhivehiDinkaDogriDombeDutchDyulaDzongkhaEsperantoEstonianEweFaroeseFijianFilipinoFinnishFonFrenchFrench (Canada)FrisianFriulianFulaniGaGalicianGeorgianGermanGreekGuaraniGujaratiHaitian CreoleHakha ChinHausaHawaiianHebrewHiligaynonHindiHmongHungarianHunsrikIbanIcelandicIgboIlocanoIndonesianInuktut (Latin)Inuktut (Syllabics)IrishItalianJamaican PatoisJapaneseJavaneseJingpoKalaallisutKannadaKanuriKapampanganKazakhKhasiKhmerKigaKikongoKinyarwandaKitubaKokborokKomiKonkaniKoreanKrioKurdish (Kurmanji)Kurdish (Sorani)KyrgyzLaoLatgalianLatinLatvianLigurianLimburgishLingalaLithuanianLombardLugandaLuoLuxembourgishMacedonianMadureseMaithiliMakassarMalagasyMalayMalay (Jawi)MalayalamMalteseMamManxMaoriMarathiMarshalleseMarwadiMauritian CreoleMeadow MariMeiteilon (Manipuri)MinangMizoMongolianMyanmar (Burmese)Nahuatl (Eastern Huasteca)NdauNdebele (South)Nepalbhasa (Newari)NepaliNKoNorwegianNuerOccitanOdia (Oriya)OromoOssetianPangasinanPapiamentoPashtoPersianPolishPortuguese (Brazil)Portuguese (Portugal)Punjabi (Gurmukhi)Punjabi (Shahmukhi)QuechuaQʼeqchiʼRomaniRomanianRundiRussianSami (North)SamoanSangoSanskritSantali (Latin)Santali (Ol Chiki)Scots GaelicSepediSerbianSesothoSeychellois CreoleShanShonaSicilianSilesianSindhiSinhalaSlovakSlovenianSomaliSpanishSundaneseSusuSwahiliSwatiSwedishTahitianTajikTamazightTamazight (Tifinagh)TamilTatarTeluguTetumThaiTibetanTigrinyaTivTok PisinTonganTshilubaTsongaTswanaTuluTumbukaTurkishTurkmenTuvanTwiUdmurtUkrainianUrduUyghurUzbekVendaVenetianVietnameseWarayWelshWolofXhosaYakutYiddishYorubaYucatec MayaZapotecZulu
• Powered by Translate