Tax Tools

Car Loan Calculator
Determine your car loan payment based on your purchase price or find out how much you can buy based on your monthly payment.

Home Equity Loan vs. Auto loan
Use this calculator to determine if a home equity loan makes sense for your next automobile purchase.

Lease vs. Buy
Should you lease your next automobile or finance it? Find out with this calculator!

Breakeven Analysis
Find out how many and what price you must sell your product at to make a profit.

Cash Flow Calculator
Having adequate cash flow is essential to keep your business running. Use this calculator to help you determine the cash flow generated by your business.

Equipment Buy vs. Lease
Should you lease your equipment or finance it? Find out with this calculator!

Financial Ratios
This calculator helps you to zero in on areas of your business that may need attention. Areas such as solvency, liquidity, operational efficiency and profitability.


Accelerated Debt Payoff
Consolidating your debt is only half of the battle. You still need a plan to get your debt paid in full. This calculator can show you how to accelerate your debt payoff.

Credit Card Pay Off
Use this calculator to see what it will take to pay off your credit card balance, and what you can change to meet your repayment goals.

How much do you owe?
Use this calculator as a starting point for your debt management plan.

Life Insurance Calculator
Find out how much life insurance you really need!


Investment Loan
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.

Stock Option Calculator
Use this calculator to determine the value of your stock options for the next one to twenty five years.

Amortizing Loan Calculator
Enter your desired payment – and let us calculate your loan amount. Or, enter in the loan amount and we will calculate your monthly payment!

Debt Consolidation Calculator
Should you consolidate your debt? Use this calculator to find out.

Equity Line of Credit Payments
What will my monthly payments be for an interest only equity line of credit?

Line of Credit Payoff
Use this calculator to see what it will take to pay off your line of credit, and what you can change to meet your repayment goals.

Loan & Credit Line Payment
This calculator helps determine your loan or credit line payment.

Loan & Credit Line Tax Savings
This calculator helps determine your tax savings on loans or credit lines with tax deductible interest payments.

Loan Prequalification Calculator
Use this calculator as your first step in determining your ability to qualify for a loan.


Mortgage APR Calculator
Use this calculator to find the APR on your mortgage.

Mortgage Comparison: 15 Years vs. 30 Years
Use this calculator to compare these two mortgage terms, and let us help you decide which term is better for you.

Mortgage Loan Calculator
Use this calculator to determine your monthly payment and amortization schedule.

Mortgage Payoff
Save thousands of dollars in interest by increasing your monthly mortgage payment.

Mortgage Points Calculator
Should you buy points? Use this calculator to find out.

Mortgage Qualifier
Can you buy your dream home? Find out just how much you can afford!

Mortgage Refinance Break Even
Should you refinance your mortgage? Use this calculator to determine when you will break even.

Refinance Interest Savings
Use this calculator to see how much interest you can save by refinancing your mortgage!

Rent vs. Buy
Are you better off buying your home, or should you continue to rent?

Checkbook Balancer
Balance your checkbook with this quick and easy calculator.

Home Budget Analysis
Analyze your budget, see where your money goes and find out where you can improve!


401(k) Calculator
A 401(k) can be one of your best tools for creating a secure retirement. Use this calculator to see why this is a retirement savings plan you cannot afford to pass up.

401(k) Spend It or Save It Calculator
There are several ways to manage your 401(k) when you leave an employer. Making the wrong decision can cost you thousands of dollars both in taxes and lost earnings.

Beneficiary Required Minimum Distributions
Use this calculator to determine your Required Minimum Distributions (RMD) as a beneficiary of a retirement account.

How Important is Social Security?
Use this calculator to determine how losing this important retirement asset could affect you.

Pension Plan Retirement Options
Use this calculator to help decide between joint survivorship and single survivorship pension options.

Required Minimum Distribution (RMD)
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year’s distribution requirements.

Retirement Pension Planner
Plan your retirement with a company pension, find out if you are on track – and learn how to stay there.

Retirement Planner
Quickly determine if your retirement plan is on track – and learn how to keep it there.

Roth IRA Calculator
Use this calculator to compare the Roth IRA to an ordinary taxable investment.

Roth IRA Conversion
This calculator will show the advantage, if any, of converting your IRA to a Roth.

Roth IRA vs. Traditional IRA
Use this calculator to determine which IRA may be right for you.

Social Security Benefits
Use this calculator to estimate your Social Security benefits.

Traditional IRA Calculator
How can contributing to a regular IRA help you in your retirement?

Benefit of Spending Less
Reducing your spending can be worth more than you might think. Use this calculator to see just how much your budget reductions may be worth.

Certificate of Deposit Calculator
Use this calculator to find out how much interest you can earn on a Certificate of Deposit (CD).

College Savings
Use this calculator to help develop or fine tune your education savings plan.

Compounding and Your Return
This calculator demonstrates how compounding can affect your savings.

Cool Million
Find out when your savings plan may make you a millionaire!

Don’t Delay Your Savings!
Waiting to begin your savings plan can have a huge impact on your results. This calculator helps show you how much postponing your savings plan can really cost.

Emergency Savings Calculator
This calculator helps you determine how much emergency savings you may need, and how you can begin saving toward this important goal.

Savings Calculator
Find out how consistent investments over a number of years can be an effective strategy to accumulate wealth.

Savings Distribution Calculator
Use this calculator to determine savings balance after a series monthly, quarterly or annual withdrawals.

Savings Goals
What will it take to reach your savings goal? This financial calculator helps you find out.

Savings, Taxes, and Inflation
Use this calculator to determine how much your savings will be worth with these two important variables in mind.

Let’s do something amazing together!

CAPATA is a full-service accounting firm located in Laguna Niguel in southern California. We are focused on providing proactive tax planning and preparation, business advisory, assurance, and accounting services for business owners, medical professionals, attorneys and other high-income earners. With our broad range of services, we support business owners in growing their business and achieving their goals.