Tools & Calculators

Financial Calculators:

College Savings Planner - How much do I need to save for college? This tool calculates how much you will need to fund college for your kids as well as project your ongoing savings to see if you will have enough.

Estate Tax Estimator - What estate tax would be due on a hypothetical estate? This tool provides a basic estate tax illustration. Please consult a CPA for a detailed estate tax analysis.

Cost of Waiting - If you wait to start saving, you will have to save more each month or year to meet the same goals. This calculator will show you the impact of "waiting" to start saving for your goals.

Mortgage Comparison - Which mortgage is right for you? Use this tool to compare the costs and rates of two different mortgages.

Roth vs. IRA Calculator - Should you save in a Roth IRA or a Traditional IRA? This tool will help you compare the two options. It will show you a projection of your ongoing savings into both types. It will then show you the net after-tax values of what you have saved.

DISCLAIMER: The above calculators are estimates only based on the assumptions you enter. Your actual results will vary. Please consult your EA for a detailed analysis of your specific tax situation.

SOURCE: www.webcalcs.com


Services Provided


Area Served
Middle Tennessee — Greater Nashville Area including Franklin, Brentwood, East Nashville, Hendersonville, Gallatin, Goodlettsville, Mount Juliet, Lebanon 


Certifications & Awards

  • 1

    Bachelor of Science in Accounting

    Merry Ann holds holds a Bachelor of Science in Accounting from the University of Kentucky.

  • 2

    Advanced Certified QuickBooks ProAdvisor

    We are specially trained QuickBooks experts and have passed the offical Certification exams.

  • 3

    IRS Enrolled Agent

    We have earned the privilege of representing taxpayers before the IRS.

  • 4

    Business Intermediary

    We have experience as a business broker and previously held the Certified Business Intermediary designation. As an experienced business broker, we can advise on the purchase or sale of small businesses.

  • 5

    Certified Purchasing Manager

    We have in-depth knowledge & experience in purchasing, materials management, and supply chain operations and were previously awarded the Certified Purchasing Manager designation.

  • 6

    Member of the National Society of Accountants

    We are active members of this professional association for tax and accounting professionals.

  • 7

    Member of National Association of Enrolled Agents

    We are active members of this organization of enrolled agents in the United States.

Testimonials

  • Merry Ann has been the saving grace of our company. Her competence coupled with her patience and understanding are the reasons we are still in business today. It is refreshing to know that there are still people out there that care about people, and understand the struggle of business. Some say that everyone is replaceable, but regarding Merry Ann I would have to argue that. If our company ever gr...

    Paul Iannello, I & R Partners, Gallatin, TN

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  • As a business owner, I have dealt with many “accounting firms” in the past.  It was always the same end of the year crunch to pull together all documentation associated with filing of taxes and not ever knowing what our tax exposure was going to be.   We never received calls from the accountant, except to advise us that their invoice needed paying—absolutely no sol...

    Dan Brazelton, Americraft Construction, LLC, Nashville, TN

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