W-2s land and paychecks change
New withholding, raises and the first SSA-1099s. Clients check take-home pay and whether they owe.
2026Tax year
Client calculators for CPA, EA and advisory firms
Your clients already ask.
Let them run the numbers
on your site.
Tax, paycheck, retirement, RMD and business calculators that live on your firm's website, use sourced 2026 figures, and send you the client's numbers when they want help.
14-day trial on paid plans · No contract · US figures with sources
78Calculators
5Topics
41Sourced 2026 figures
Sources
Sources we cite
Figures and rules cited from
- IRS revenue procedures
- IRS Publication 590-B
- Social Security Administration
- SEC Marketing Rule
- FINRA Rule 2214
- AICPA Code of Conduct
- Treasury Circular 230
Public sources only, no endorsement implied. Every figure on this site links to its source on the 2026 figures page.
The client year
The questions your clients ask, month by month
Every calculator page names the month its question peaks. Here is the year as your clients live it, and the calculators that answer each season before the phone rings.
JanEntry 01
AprEntry 02
Filing season peaks
Refund or balance due, last-minute IRA contributions and the self-employed discovering what nobody withheld.
JunEntry 03
Mid-year: estimates, offers and deals
Second-quarter estimated payments, job offers, property sales with 1031 deadlines and early-retirement plans.
OctEntry 04
Extensions close, planning opens
October 15 passes and clients look ahead: pension elections, estate questions and next year's budget.
DecEntry 05
The December 31 deadlines
RMDs, Roth conversions, charitable gifts, HSA and FSA elections: everything that has to happen before year-end.
Show your work
Drag to orbit · scroll to turn
Every figure has a receipt
The arithmetic prints where clients can see it
The tape on this adding machine runs a real required minimum distribution: a 500,000.00 balance at age 75, divided by 24.6 from the IRS Uniform Lifetime Table, is 20,325.20 for the year. The calculators work the same way: inputs in plain sight, results explained, sources cited.
- 41 statutory figures in one table, each with tax year and source
- Each calculator lists what it leaves out, from state tax to AMT
- A Definitions block explains every label in plain English
How it reaches you
From a client's question to your inbox
A client lands on your page
From search, your newsletter or a link you sent: a page on your site with a calculator in your colors.
They run their own numbers
Estimates update as they type, with sourced 2026 figures, definitions and the limits stated.
They ask your firm to review it
If you switch lead capture on, one short form sends their contact details, inputs and results.
The request lands where you work
In your contact list and inbox, and by webhook in HighLevel, Zapier, Make or your CRM.
You reply with the engagement
You already know their filing status, balance or profit, so the first call is about scope and fee.
The shelf
78 calculators in 5 topics
01TaxesBrackets, paychecks, credits, self-employment and estate questions clients ask from January to October.1202RetirementContribution limits, Roth decisions, RMDs and Social Security timing for clients nearing or in retirement.2503Investments & marketsTime value of money, fees, bonds and tax-aware investing for advisory and planning clients.1504BusinessMargins, break-even, cash flow and financing for owner-managed businesses on your client list.1205Household planningBudgets, net worth, health accounts and planning concepts for the households behind the tax return.14
For your practice
Built for the way your kind of firm works
CPA firms
Calculators, season plan and compliance notes for CPA firms.
Bookkeepers
Calculators, season plan and compliance notes for Bookkeepers.
Enrolled agents
Calculators, season plan and compliance notes for Enrolled agents.
Tax preparers
Calculators, season plan and compliance notes for Tax preparers.
Registered investment advisers
Calculators, season plan and compliance notes for Registered investment advisers.
Financial planners
Calculators, season plan and compliance notes for Financial planners.
Fractional CFOs
Calculators, season plan and compliance notes for Fractional CFOs.
Not sure where you fit?
Compare every firm type side by side.
Compliance posture
Calculators that keep your compliance officer calm
For CPAs, EAs and preparers
Results are estimates with stated limits, not written advice. When you reply to a request, Circular 230 §10.37 standards apply to your advice, and §10.30 to how you advertise. Lead data is separate from return data, which matters under IRC §7216.
For RIAs and planners
Projections let clients choose their own assumptions, with methodology and limitations on the page, the disclosures the SEC Marketing Rule's treatment of interactive tools expects. Broker-dealer reps should check FINRA Rule 2214 with their compliance team.
Pricing
Three plans, priced in plain sight
| Plan | Monthly | Calculators | Topics on this site |
|---|---|---|---|
| Practitioner | $0 | 5 | 5 calculators from the general loan library. The tax, retirement, investment, business and household tools on this site are not included. |
| Firm | $150 | 50 | Up to 50 calculators. Adds the household planning tools (budgets, net worth, savings and planning concepts). The tax, retirement, investment, business and HSA calculators need Network. |
| NetworkMost firms | $210 | Unlimited | Every calculator on this site, plus unlimited seats, domains, widgets, views and contacts. |
Compare plans in fullPrices in USD, excluding any sales tax.
Client notes
Client notes
Reviews from firms, dated and verifiable
We publish reviews only from firms that use the calculators, with the firm's name, the date and what they use. Published reviews: 0.
We're new, so this timeline is empty, and we'd rather show that than invent quotes. If your firm uses NumbersForClients and wants to say how it went, good or bad, write to hello@numbersforclients.com.
Entry pending. The first published review will appear here with its date and the reviewer's firm.
FAQ
Questions firms ask before they start
Showing 10 of 10
What is NumbersForClients?
Client-facing calculators for US accounting and advisory firms. You embed them on your own website, in your colors; clients run their paycheck, tax, retirement, RMD, investment and business questions; and when they want help, the request reaches you with their inputs and results attached. There are 78 calculators across 5 topics.
Who is it for?
CPA firms, bookkeepers, enrolled agents, tax preparers, registered investment advisers, financial planners and fractional CFOs in the United States. See solutions by firm type.
Are the tax figures current?
Yes. Every statutory figure comes from one sourced table for tax year 2026, verified 2026-10-17, and is shown with its IRS or SSA source. The figures page lists all 41.
Will clients think a calculator result is advice?
Each calculator labels results as estimates, carries a disclaimer and explains its terms. Our calculator pages also list what each one leaves out, so you can set expectations. See the compliance guide.
How do I put a calculator on my site?
Copy one snippet into any page that accepts HTML: WordPress, Squarespace, Wix, Webflow, HighLevel or hand-coded sites. Choose inline, framed, popup button, floating launcher or your own link. See how it works.
Where do leads go?
Into the built-in contact list, to your inbox by email, and on paid plans by webhook to your CRM (HighLevel, Zapier, Make or any URL that accepts JSON).
Which plan do I need for the tax and retirement calculators?
Network. In the platform, tax, retirement, investment, business and HSA tools sit in the top tier. Network has a 14-day trial. See pricing.
Can calculators show our firm name instead of yours?
Yes. Paid plans remove the platform credit, and calculators can be served from your own domain.
Do the calculators work in Spanish?
Yes, every calculator can show in English or Spanish and the visitor can switch.
Is there a contract?
No. Monthly plans can be cancelled any time; yearly and lifetime purchases have a 14-day refund window. See the refund policy.
No question matches that filter. Clear it to see them all, search the whole site, or ask us directly; we reply within one business day.
Next entry
Make the next question arrive with its numbers
Put your first calculators on your site today. Start free, or take the Network trial to embed the full tax and retirement shelf.
Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.