"I wanted something that was small and effective without all the overhead and with your help and quick feedback it looks like we have a winner here...."
-Mike Pfistner,
Somerville, NJ more...

 

Why Excel based planners?
Because our downloadable planners are Excel spread-sheets, there is no need to download and setup new software. Budget planning should be simple, fast and painless- if a budget planner cannot offer these characteristics, then users will find themselves dreading the whole planning process. We aim to avoid that.

Comprehensive: Unlike online calculators (limited by load time, and web page constraints) our download-able Excel calculators and
planners were developed with detail in mind.  The greater the detail, the higher the level of accuracy and understanding.

Affordable: One time fee of $9.95 - no monthly fees! Compare to other financial planners.  Secure credit card payment (privacy policy)

Understand your financial assumptions:
An investment plan is only as good as the assumptions used. We can not stress enough the importance of understanding the variables and assumptions you use when building a investment plan. A slight overestimation of investment returns can have an enormous impact on whether or not your investment goal is reached.

When building an investment plan, save two versions- one with medium risk and one with low risk (low investment returns, etc.) This will prepare you for the worst, while educating you on the sensitivity of long term financial planning.


Money Back Guarantee:
If for some reason you are not pleased with our budget planner, just let us know and we'll refund your money right away- we only want satisfied customers.

 

 

At Simpleplanning.com we take the headache out of tax planning and filing with our easy to use and easy to understand calculators that work right in Microsoft Excel (there is no need for additional software).

Download the demo version of our Excel spreadsheet planner to see how tax planning can be made easy..

Tax Calculator Features:

• 2006 Quick Tax Estimator
• 2006 Detailed Tax Calculator
• Tax Withholding (W-4) Calculator
• Itemized Deduction Calculator
• Child Tax Credit Worksheet
• Interest & Dividend Worksheet
• Form 1040 Excel Spreadsheet
 



What the Tax Calculator & Planner includes (click to enlarge)

(all 7 sheets below are included in the Tax Calculator & Planner)

 



2006 QUICK TAX ESTIMATOR
• Accurately estimate your 2006 Federal income tax in seconds
• Calculate your tax refund or taxes you owe
• Updated with new 2006 tax rules
• Use the Itemized or Standard Deduction Calculator and the 1040 spreadsheet below for further accuracy (both included in the planner)

 

2006 DETAILED TAX CALCULATOR
• The Detailed Tax Calculator works just like the Quick Tax Estimator but offers all the detailed categories listed on the form 1040.
• Ideal for those with multiple sources of income, adjustments and credits
• Use the Itemized or Standard Deduction Calculator and the 1040 spreadsheet below for further accuracy (both included in the planner).

 

TAX WITHHOLDING (W-4) CALCULATOR
• A quick and easy way to calculate the appropriate allowances on your W-4 certificate
• Considers itemized deductions, income adjustments and tax credits for added accuracy
• Download Publication 919 (How do I Adjust my Tax Withholding?)

ITEMIZED OR STANDARD DECUCTION CALCULATOR
• Should I itemize?... or take the standard deduction?
• Save time from not having to learn calculations such as: Allowable Medical/Dental expense deduction = .075 x Adjusted Gross Income
• Enter appropriate itemized dollars and the spreadsheet calculates the rest
• Helps minimize your tax liability by determining the optimal deduction method

CHILD TAX CREDIT WORKSHEET
• Don't underestimate your Child Tax Credit
• There's more to this calculation than just n x $1,000
• Additional Child Tax Credit Form 8812

SCHEDULE B (INTEREST & DIVIDEND WORKSHEET
Keep track of all the Interest and Ordinary Dividends earned from your financial institutions and investments

FORM 1040 EXCEL SPREADSHEET <p1> <p2>
• Avoid careless calculation errors that could end up costing you
• Double and triple check your math
• Organize your 1040 return in Excel format
• Save a soft copy of all your form 1040 tax information for future reference and your own personal record


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