Resources

Here are some resources which we find useful. Keep in mind that some of the links may take you to outside pages.

Calculators

Below you will find calculators for different tax and accounting purposes (updated January 2012).
Auto
  • PDF ICON
    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!
  • PDF ICON
    Auto Loans - Should you lease or buy your car? Use this calculator to find out...
Taxes
Retirement and College Savings
Useful Financial Resources
Please note: Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

Where Is My Refund?

Federal Tax

California State Tax

Local

Tax Forms and Publications

Other Useful Tax Links

Social Security

College Planning

Privacy Protection

Roth Conversions

Board of Equalization