78 calculators,
filed by topic
Every calculator your clients can run on your site, grouped the way a practice thinks about them. Filter by topic or type what the client is asking.
Taxes 12
Brackets, paychecks, credits, self-employment and estate questions clients ask from January to October.
Retirement 25
Contribution limits, Roth decisions, RMDs and Social Security timing for clients nearing or in retirement.
Investments & markets 15
Time value of money, fees, bonds and tax-aware investing for advisory and planning clients.
Business 12
Margins, break-even, cash flow and financing for owner-managed businesses on your client list.
Household planning 14
Budgets, net worth, health accounts and planning concepts for the households behind the tax return.
Which plan includes what
- Network: all 78
- Firm: household planning (excluding HSA tools)
- Practitioner: general loan library only
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About the calculator library
How many calculators are there?
78 calculators in 5 topics: Taxes, Retirement, Investments & markets, Business and Household planning. Each has its own page explaining what it does, who asks, and what your firm receives.
Which plan includes which calculators?
Network includes every calculator. Firm includes the household planning tools (budgets, net worth, savings, inflation and planning concepts) but not the tax, retirement, investment, business or HSA tools. Practitioner (free) covers a general loan library only. See pricing.
Can I try them before embedding?
Yes. Every calculator page runs the live calculator, and the Network plan has a 14-day trial for putting them on your own site.
Do all calculators use 2026 figures?
Yes. Statutory figures come from one sourced table, listed on the 2026 figures page.
Can I change labels, defaults and colors?
Yes, per calculator: titles, field labels, defaults, help text, button text, colors, fonts and themes.
Do the calculators work in Spanish?
Every calculator can show in English or Spanish, and visitors can switch.
Can I put several calculators in one widget?
Yes. Widgets bundle calculators into a floating launcher, tabs, a button set or a card grid. See widgets.
Are calculator results advice?
No. They are estimates from the client's inputs. Each calculator states its limits and carries a disclaimer you can adapt.
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.
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Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.