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Calculators

Free tools built by the CPA who prepares the returns. Each one lists the rules and figures it uses.

All 12 calculators

Most used

S-Corp vs. Sole Proprietor ›1099 Estimated Tax Planner ›Withholding Checkup ›
When a tool isn’t enoughEvery calculator links to the service or model that covers the rest of the question.Send an inquiry

Models

Excel workbooks for reporting and tax analysis. Licensed per user or firm; you own your copy.

All models

What’s inside

21 tabs, 28,550 formulas (FRP) ›§1374 and LIFO recapture (C→S) ›Pre- and post-2025 §1202 rules ›
Rather have me run it?I can build the reporting package or run the analysis as an engagement.Send an inquiry
Excel models

Built the way I build them for clients

Workbooks for reporting and tax analysis. The first three each include a disclaimer and authority tab citing the code sections and standards they rely on.

The shop opens with the first three models below. Prices will be listed there. Each model is licensed for one user or one firm. You own your copy and the data in it; I keep the rights to the template. Please don't resell or share the file.

First releasev2.1

Financial Reporting Package

Controllers, accountants and owners who start from a trial balance

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Turns a trial balance into a balance sheet, income statement, statement of cash flows and analytics. Adjusting entries are kept visible so you can see what changed.

Tabs
21
Formulas
28,550
Standards
ASC 205, 210, 220, 230, 235
  • Chart data, analytics and a free cash flow walk
  • Disclaimer and authority tab
  • EBITDA shown as a non-GAAP measure, labeled as such

Consolidation Edition v1.0

An ASC 810 add-on: intercompany eliminations, noncontrolling interest measured with full goodwill, consolidated statements and an NCI rollforward.

First releasev2.0

C-Corp to S-Corp Conversion Analyzer

C-corporations weighing an S election, and the CPAs advising them

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Models the tax cost of converting: built-in gains tax during the recognition period, LIFO recapture, and E&P and passive-income risk. It then compares conversion scenarios.

Tabs
12
Formulas
429
Authority
IRC §§1361–1375, §1363(d)
  • Net unrealized built-in gain and the §1374(d)(2) limit
  • LIFO recapture under §1363(d), with its four-installment payment schedule
  • Built-in gains tax detail with the 5-year carryforward and built-in loss netting
  • Accumulated adjustments account (AAA) tracker and conversion dashboard
First releasev1.0

QSBS §1202 Analyzer

Founders, early employees and investors holding C-corporation stock

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Works out the §1202 exclusion under both regimes: stock issued before and after the July 4, 2025 amendments.

Tabs
6
Authority
IRC §1202, §1(h), §1045
  • Stock issued before July 5, 2025: 100% exclusion after 5 years, $10 million cap, $50 million gross-asset test
  • Stock issued after July 4, 2025: 50%, 75% and 100% exclusion at 3, 4 and 5 years, the greater of $15 million or 10× basis, $75 million gross-asset test
  • 28% rate on the portion that isn't excluded; §1045 rollover noted
  • Flags California non-conformity
Next releasev1.0

ASC 842 Lease Model

Lessees with operating and finance leases

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Lease classification, the right-of-use asset and lease liability, amortization schedules and the journal entries for each period.

Tabs
16
Formulas
17,204
Standard
ASC 842
  • Classification test against the five criteria
  • Incremental borrowing rate support
  • Worked example: a 5-year office lease

Rather have me run it? Ask me.

I can build the reporting package or run the analysis for you as an engagement.

Send an inquiry