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Accounting
Tax Services
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Blog/News
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Calculators & Conversion Tables
Client Help For Small Business
Business & Legal Forms
IRS Forms & Publications
Non-Profit Organizations
Tools & Templates For Small Business
Training Websites

Calculators & Conversion Tables

Calculators and Conversion Tables

Amortization calculator—Also a mortgage calculator that lets you keep recalculating based on a higher down-payment or added amounts to monthly payments.

Bonus calculator—aggregate method. Uses regular federal withholding rates. Use if your state allows the aggregate method. Free registration required.

Bonus calculator—percent method. Uses supplemental withholding rates. Use if your state does not have a supplemental withholding rate and permits the percent method. Free registration required.

Calendar calculator—generate a calendar for any month.

Car lease payment calculator—lays out the future costs of an auto lease.

CD calculator—shows payout at maturity based on initial deposit, interest, term and period of compounding (daily, weekly, monthly, etc.).

Financial Calculators—Any financial calculator you need.

Gross-up calculator—when you want an employee's bonus to include payment of the taxes the employee would have had to pay on the bonus. Free registration required.

Hourly employee paycheck calculator—includes filing status, deductions, state withholding, exemptions, other withholding etc. Free registration required.

Loan calculator—calculates loan payment amounts; savings and annuity amounts and future value.

Mathematical functions—from basic to PhD level.

Measurement converter—converts any measure to any other.

Monthly compounding calculator—takes an amount and compounds it monthly over a fixed period at a fixed annual yield. Allows added monthly contributions.

Monthly mortgage payment table calculator—generates a table of monthly payments.

Number of days calculator—calculate the number of days between any two dates.

Public employee paycheck calculator—for federal, state, and local governments. Free registration required.

Roth IRA—conversion calculator.

Tip tax calculator—if your employees receive tips. Free registration required.

Client Help For Small Businesses

Client help for small business

Business expenses—how to reduce expenses; a checklist.

Business plans—useful for new or growing businesses. Be sure to click on “Writing the plan” and “Using the plan” in the lefthand column.

Business scams—current ones, how to guard against.

Business start-ups—checklists for new businesses.

Business start-ups—selecting the right entity (sole proprietorship, S corp, LLC, etc.).

Business structure—comparisons (sole proprietorship v. S corp v. LLC, etc.).

Home-business scams—current ones, how to guard against.

Social Security Statement—request a personal statement online.

Strategic Planning Process—basics.

Taxpayer Advocate Service.

Wages—by geographical area and occupation.

Business Forms

Forms

Business forms—download invoices, purchase orders, check requests, etc.

Legal forms—contracts, loan documents, and other forms by state.

IRS Forms

IRS Current Forms and Publications

1099 A and C Instructions (2013)

2013 W-2 and W-3 Instructions (does not include forms).

Employer-provided benefits—how to tax, Publication 15-B Fringe Benefits.

I-9—pdf of Employment Eligibility Verification.

Internal Revenue Manual.

IRS forms (8109-B etc.) by mail—instead of pdfs or online.

Market Segment Specialization Program Audits—obtain a copy of the IRS Examiner Training Manuals for your industry or profession.

Standard Mileage Rates for 2013

Tax withholding and estimated taxes—Publication 505.

Withholding tables—Publication 15-T.

Nonprofit Organizations

Nonprofit Organizations (NPOs)

Accounting regulations—for NPOs, including governmental entities.

Accounting standards—for NPOs.

Accounting—type in the search box the word “accounting” or narrower subject.

California Association of Nonprofits—offers numerous resources for NPO's.

Contributions—FASB Pronouncement No. 116 “Accounting for Contributions Received and Contributions made”

Databases—how to choose the right one for your NPO; what to look for in a database.

FINANCIAL ACCOUNTING FOR NPOs.Financial Accounting Regulation for Nonprofit Organizations

Financial statements—FASB 117 “Financial Statement of Not-For-Profit Organization.”

Form 990—how to read it and what it means.

Governmental Accounting Standards Board—for government entities.

GuideStar—all kinds of information for NPOs. Free registration may be required.

NPO links—useful links for NPOs (be sure to scroll down).

Other revenue (UBIT)— rules, regs and reporting.

Reporting regulations—for the states.

Reporting regulations—IRS rules and regs.

Revenue from exempt-purpose activities—rules, regs and reporting.

Revenue from public support— rules, regs and reporting.

Software—a list of available NPO software

Tax—at the top of this page, type in “tax” or narrower subject at the top of the page.

Tools & Templates For Small Business

Practice Resources

Depreciation—rate tables with explanations.

Discounts rate—and secondary rates and seasonal rates for all months and years from the Federal Reserve Bank

EIC (or EITC)—how to use the income tax withholding and advance earned income credit (EIC) payment tables.

FASB (Financial Standards Accounting Board)—full, summary and status of all statements

Financial ratios—for the balance sheet and income statement.

Independent contractor vs. employee?

IRS interest rates for under-/overpayments—updated monthly.

Tax due dates—federal, state dates for corporations, fiduciaries, individual, partnerships, payroll tax returns, and sales tax returns.

Zip codes—all cities within a zip code.

Zip codes—all zip codes for a town or city.

Zip codes—USPS look-up.

State by state

Sales tax rates—state-by-state sales taxes.

State departments of labor—state-by-state labor offices, commissioners, directors, and secretaries.

State by state revenue departments—state by state.

State tax forms—state by state.

State tax withholding tables and publications—state by state.

State-by-state taxes—Each state’s income tax, sales tax, etc.

Tools and templates form small business

Balance sheet template—for a sole proprietorship can be modified for corporation or partnership. Change account titles or format as needed. Spreadsheet calculates subtotals and totals for specified period.

Business plan templates—from Microsoft Office.

Cash flow budget template—worksheet for 6-month cash budget includes most inflows outflows. Modified as needed.

Customer account statement template—track charges and payments on customer's account, send at month end to remind of balance due.

Daily cash sheet template—plug in daily amounts and spot discrepancies (from theft, misrecorded credit-card purchases, etc.).

Income statement template—for a sole proprietorship can be modified for corporation or partnership. Change account titles or format as needed. Spreadsheet calculates subtotals, totals and net income for specified period.

Loan application and bank review form template—shows what the bank will ask for and how it will use your data to make a decision on your loan.

Monthly bank reconciliation template—plug in bank balance, deposits in transit, etc. and ledger Cash balance for instant totals that show if the amounts reconcile.

Personal bank statement template—when owner's financial position is required. Spreadsheet asks for the typical information (personal assets, liabilities, sources of income, etc.). Fill it out, get a snapshot of how you look.

Training

Training (sites that teach useful accounting concepts)

Accounting concepts and definitions—for learners.

Accounting cycle—defined in plain English, including all terms used.

Adjusting Entries—thumbnail definition for learners.

Business ratios—common ratios for income statement and balance sheet—for learners.

Chart of accounts—basics for learners.

Financial Ratios—basic ratios for learners.

Internal Controls—basic what, when where, how and why.

Connect With Us:

1555 Naperville Wheaton Rd, Ste 116, Naperville, IL 60563
Phone: (630) 717-3333 | Fax : (847) 242-8007
E-mail: Info@MoreThanCPA.com

1930 Thoreau Dr, Suite 175, Schaumburg, IL 60173
Phone: (847) 242-8008 | Fax : (847) 242-8007
E-mail: Info@MoreThanCPA.com

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