Tax Tools & Financial Calculators โ€” Sheri M. Rojo, CPA

Important Tax Dates for 2026

February 2, 2026

Deadline for filing most 1099 forms (including 1099-NEC)

March 2, 2026

Deadline for 1099 Paper Forms

March 16, 2026

S Corp & Multi-Member LLC returns due

April 15, 2026

Individual, C Corp, and Single-Member LLC returns due

April 15, 2026

First 2026 estimated tax payment due

June 15, 2026

Second 2026 estimated tax payment due

September 15, 2026

Third 2026 estimated tax payment due

January 15, 2027

Last 2026 estimated tax payment due

Tax Calculators

Provided by CalcXML

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Taxes

  • What is my potential estate tax liability?
  • Federal income tax calculator
  • Should I adjust my payroll withholdings?
  • Will my investment interest be deductible?
  • How much self-employment tax will I pay?
  • Capital gains (losses) tax estimator
  • Compare taxable, tax-deferred, and tax-free investment growth
  • How much of my social security benefit may be taxed?
  • Should I itemize or take the standard deduction?
  • Tax refund estimator
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Retirement

  • Will retirement impact my living expenses?
  • How much will I need for retirement?
  • Are my current retirement savings sufficient?
  • Social Security retirement income estimator
  • How does inflation impact my retirement income needs?
  • I'm retired, how long will my savings last?
  • When should I begin saving for retirement?
  • How much retirement income may my 401(k) provide?
  • Compare a Roth 401(k) to a Traditional 401(K)
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Home & Mortgage

  • How much home can I afford?
  • Should I refinance my home mortgage (break even)?
  • Mortgage calculator
  • Comparing mortgage terms (i.e. 15, 20, 30 year)
  • Should I rent or buy a home?
  • What are the tax savings generated by my mortgage?
  • Which is better: fixed or adjustable-rate mortgage?
  • Compare an interest-only versus traditional mortgage
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Paycheck & Benefits

  • How much is my company bonus after taxes?
  • How will payroll adjustments affect my take-home pay?
  • Convert my salary to an equivalent hourly wage
  • Future value of my employee stock options?
  • What may my 401(k) be worth?
  • Impact of increasing my 401(k) contribution?
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Savings

  • Becoming a millionaire
  • Income generated by a savings plan
  • How long will it take to double my money?
  • How long until my savings reach my goal?
  • Save now vs. save later
  • What will my current savings grow to?
  • Calculate rate of return
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Credit

  • How long will it take to pay off my credit card?
  • How long until my loan is paid off?
  • What are my loan payments?
  • Consolidate my personal debt?
  • Pay off debts or invest the money?
  • Estimate my credit score

Need help interpreting your results? Our team is here to help you understand your tax situation.

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