Different practices,
different client questions
A tax preparer's busiest question isn't an RIA's. Pick your kind of firm to see the calculators, the season plan and the compliance notes that fit it.
Choose your practice
CPA firms
Year-round tax and advisory: paychecks to estate, with Circular 230 in mind.
Bookkeepers
Cash flow, margins and break-even that turn the monthly close into advice.
Enrolled agents
Self-employment, estimates and credits for the clients EAs serve most.
Tax preparers
January-to-April lead capture: paycheck, 1040 and EIC calculators.
Registered investment advisers
Projections with disclosed assumptions, RMDs and Roth decisions.
Financial planners
Retirement, Social Security and household planning tools.
Fractional CFOs
IRR, valuation, financing and working capital for owner-managed firms.
Peak season and lead calculator by firm type
| Firm type | Peak months | Lead calculator | Plan |
|---|---|---|---|
| CPA firms | Jan–Apr, Oct–Dec | 1040 and RMD | Network |
| Bookkeepers | Monthly, Dec–Jan | Cash flow budget | Network |
| Enrolled agents | Jan–Apr, quarterly | Self-employment tax | Network |
| Tax preparers | Jan–Apr | Take-home paycheck | Network |
| RIAs | Oct–Dec | Roth conversion | Network |
| Financial planners | Jan, Oct–Dec | Retirement planner | Network |
| Fractional CFOs | Q4 budgeting | IRR | Network |
Questions firms ask
Can one firm use calculators from several categories?
Yes. Network includes every calculator; most firms mix topics.
Is there a version for multi-office firms?
Network includes unlimited seats and domains.
Do you work with firms outside the US?
The calculators use US figures and rules; this site serves US firms.
We're a small practice. Is this overkill?
Start with two or three calculators for your busiest questions.
Can a firm that does both tax and advisory use both pages?
Yes, read both the CPA and RIA pages; the compliance notes differ.
Do you offer setup help?
Our getting-started guide and help center cover setup; contact us for anything else.
Can associations or networks of firms use it?
Yes, talk to us.
What if my firm type isn't listed?
Insurance-focused and payroll firms also use the paycheck and HSA tools. Ask us.
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
Start with the questions your clients ask most
Pick two calculators that match your season and embed them this week.
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