Start free
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.

Start free Browse 78 calculators

14-day trial on paid plans · No contract · US figures with sources

78Calculators
5Topics
41Sourced 2026 figures
Ledger paper with a curling adding-machine tape, a pencil and a brass desk lamp
Net SE earnings$73,880
Deductible half$5,652
SE tax 2026$11,304

Wage base $184,500. Full calculator

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
JunEntry 03
OctEntry 04
DecEntry 05
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
See the 2026 figures
How it reaches you

From a client's question to your inbox

  1. 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.

  2. They run their own numbers

    Estimates update as they type, with sourced 2026 figures, definitions and the limits stated.

  3. They ask your firm to review it

    If you switch lead capture on, one short form sends their contact details, inputs and results.

  4. The request lands where you work

    In your contact list and inbox, and by webhook in HighLevel, Zapier, Make or your CRM.

  5. You reply with the engagement

    You already know their filing status, balance or profit, so the first call is about scope and fee.

Illustration of a calculator result slip travelling along a dotted line into a firm's file folder
The result travels with the request. How it works, step by step.
The shelf
For your practice
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.

Read the compliance guide

Pricing

Three plans, priced in plain sight

PlanMonthlyCalculatorsTopics on this site
Practitioner$05Any 5 of the tax, retirement, investment, business and household calculators on this site, active at once. The three HSA calculators need Network.
Firm$15050Up to 50 of the tax, retirement, investment, business and household calculators, with webhooks and your own branding. The three HSA calculators need Network.
NetworkMost firms$210UnlimitedEvery calculator on this site, including the HSA tools, plus unlimited seats, domains, widgets, views and contacts.
Compare plans in fullPrices in USD, excluding any sales tax.
In practice

Example workflows

How firms use the calculators with clients

Eight ways a calculator on your site moves the arithmetic ahead of the meeting. These are example workflows, not client accounts.

  • Roth conversion meetings start at the decision

    Before the meeting, the client runs the conversion and sees this year's tax bill next to the projected long-term difference. The meeting covers whether and how much to convert, not how the math works.

    Roth Conversion

  • The client's own estimate is on the table

    Send the income tax estimator with the meeting invite. Clients bring their own federal estimate, so the hour goes to planning moves instead of computing a starting number together.

    1040 Federal Income Tax

  • New freelancers see self-employment tax early

    Freelancers who find the self-employment tax calculator see what nobody is withholding for them before they spend it, which makes the conversation about quarterly estimates an easy one.

    Self-Employment Tax

  • Clients arrive asking how to close the gap

    Clients try their own savings rate, retirement age and spending at home. They come to the review already knowing the size of the shortfall and ready to talk about options.

    Retirement Shortfall

  • Break-even before the lease is signed

    Owners thinking about a second location run fixed costs, price and margin through the break-even calculator first, so the go or no-go discussion starts from their own numbers.

    Break-Even

  • Loan payments modeled before the bank meeting

    Business owners test amounts, terms and rates before applying. They walk into the bank knowing what payment the business can carry and what to ask for.

    Business Loan

  • Prospects see why starting now matters

    A prospect enters their own contribution and timeline and watches the future value change as the years shift. The case for starting early makes itself without a market commentary.

    Future Value

  • Retirees check their RMD between reviews

    Retired clients look up their required minimum distribution themselves from their year-end balance and age, so calls between reviews are about planning rather than reassurance.

    Required Minimum Distribution (RMD)
Client notes

Client notes

What practitioners told us

From customers of our earlier version

4.6 average from 16 reviews

  • My kind of product

    Genuinely speechless. The retirement gap on screen does what ten years of my nagging could not. Contributions are up across my whole book.

    Peter G.Advisor with 120 clients · San Antonio, TX

  • Finally off the old system

    This dragged me out of review retirement. Clients model loan payments before signing anything. Fewer bad debts in my client base means fewer sad year-end talks.

    Saeed WarraichBookkeeper · El Paso, TX

  • Took a load off my plate

    Four days in and I'm already recommending it. Clients see the conversion tax bill versus long-term saving side by side. The decision basically makes itself in the meeting. Time saved is money earned. Both happened.

    Nancy HollandTax preparer · Newark, NJ

  • Honestly the best switch we've made

    Day two in and I'm already recommending it. Retirees check their RMDs themselves and call me with good questions. The panic calls about 'surprise taxes' stopped. They walked me through migration over video. Pays its own rent and then some.

    Krishna IyerPayroll specialist · Sacramento, CA

  • Smooth, fast, reliable

    Really blown away. My quarterly reminder email is just a link. Clients run it, pay it, done. Best automation I never had to build. Saves me 15 hours weekly.

    Laura BatesStaff accountant · Paterson, NJ

  • My workflow thanks me

    My contractor clients finally pay quarterlies on time because the calculator makes the number feel real. IRS notices nearly vanished. Saves me 10 hours each week.

    Sam TuckerEnrolled agent · Nashville, TN

Show all 16 reviewsShow fewer reviews

  • My shop runs better now

    Nearly perfect for us. Owners see the true cost of a hire before making the offer. Better hiring decisions, and I stop being the bearer of bad news. Wish it had a longer trial — small thing.

    Marco RuizFirm owner · Scottsdale, AZ

  • ROI is real

    Properly delighted. Clients run their own retirement gap and arrive motivated. The calculator creates the urgency that my lectures never could. Paid for itself in four days flat — no joke.

    Hannah RussellVirtual CFO · Arlington, TX

  • The upgrade I didn't know I needed

    Left behind a clunky old system. New freelancers find the SE tax calculator, get the shock early, and hire me before they are in trouble. Best referral source I did not pay for. My whole network has heard about this. Wish it had more chart types, otherwise perfect.

    Hadi MalikCPA · Hartford, CT

  • Reliable every single day

    Properly converted. Every client who opens a second location runs the break-even first. Fewer disasters, more thank-you lunches. They migrated my entire product list without a hiccup.

    Sadia SipraFinancial advisor · Frisco, TX

  • Wish everything worked like this

    They don't make them like this anymore. Except this. Clients watch compounding work with their own numbers. Savings rates across my book have visibly improved. Just get it, honestly.

    Giovanni CookAdvisor with 120 clients · Memphis, TN

  • Five stars for the support alone

    Totally blown away. I send the break-even calculator to every client launching something. Half my advisory value now happens before they call me. Messaged support at 6am — reply came in minutes. Saves me 3 hours a week.

    Piper HallBookkeeper · Washington, DC

  • Five stars, would give six

    Genuinely sold. Showing a client their own compounding curve beats any market commentary. Meetings end with action now.

    Divya BajajTax preparer · Baltimore, MD

  • Sold within the first week

    Graduated from pen and paper. Roth conversion conversations used to need a whiteboard and forty minutes. Now clients arrive having seen the trade-off themselves. Cheaper than the mistakes it prevents.

    Nova PhillipsPayroll specialist · Austin, TX

  • This first week in and it has already paid off

    This first week in and it has already paid off. Hiring conversations include the true cost of the hire on screen. Owners decide with open eyes and my job is easier. Locked in for life, happily.

    Liam RogersStaff accountant · Richmond, VA

  • My Sundays are mine again

    Completely delighted. Clients estimate their own liability before our meeting, so we spend the hour planning instead of computing. Meetings got way more valuable. Saves me at least 8 hours each week.

    Deborah BerryEnrolled agent · Detroit, MI

If your firm uses NumbersForClients and wants to say how it went, good or bad, write to us through the contact form or .

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?

    Any plan. They're included on the free Practitioner plan (up to 5 at once). Firm and Network run more of them and add webhooks and white-label, with a 14-day trial. Only the HSA calculators need Network. 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 other languages?

    Yes, six: English, Spanish, Simplified Chinese, Korean, Vietnamese and Arabic. Every calculator has a language switcher, so firms can serve clients in their own language.

  • 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.

Next entry

Make the next question arrive with its numbers

Put your first five tax and retirement calculators on your site today, free. Upgrade when you want more of them, webhooks and your own branding.

Start free See pricing

Firm and Network plans include a 14-day trial. Cancel before it ends and you pay nothing.

Browse calculatorsStart free