Tax & Accounting
SOX Materiality Threshold Calculator
Calculate audit planning materiality, tolerable misstatement, and control deficiency thresholds for Sarbanes-Oxley (SOX) compliance.
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Export Client Advisory Memorandum (PDF) SHA-256 Audit Verified
Generate a contemporaneous statutory workpaper PDF with your current inputs, regulatory citations, and optional CPA firm white-label branding.
Statutory Audit Deliverable
Need Audit-Defensible Documentation for This Calculation?
Generate an executive calculation memorandum complete with statutory code references, formula trails, and sensitivity schedules for your files or client workpapers.
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CPA & Advisory Automation30% Recurring Partner Commission
White-Label Statutory Workpapers & 30% Partner Revenue Share
Export unbranded client-ready audit memorandums with your firm logo or embed our calculators on your advisory site.
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Tax & Accounting
IRC Section 174 R&D Amortization Calculator
Calculate the cash flow and tax liability impact of mandatory capitalization and amortization of domestic vs. foreign research expenses.
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Tax & Accounting
IRC Section 199A QBI Deduction & 2026 Sunset Phase-Out Calculator
Calculate your Qualified Business Income (QBI) deduction under IRC Section 199A, model the 2025 pre-sunset rules vs. 2026 OBBBA updates, compute SSTB phase-outs, and optimize W-2 wage splits.
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Tax & Accounting
ASC 326 CECL Allowance for Credit Losses & Aging Matrix Calculator
Model Current Expected Credit Losses (CECL) on trade accounts receivable and contract assets under FASB ASC Topic 326-20. Segment commercial portfolios by risk pools, calculate aging loss rates, apply forward-looking macroeconomic forecast adjustments (Q-factors), evaluate individually assessed impaired accounts, model allowance rollforwards, generate GAAP journal entries, and compile audit-ready footnote disclosures.
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Tax & Accounting
ASC 606 Contract Modification Evaluator
Determine the required accounting treatment for contract modifications under ASC 606 and IFRS 15, identifying whether to apply cumulative catch-up, prospective adjustment, or separate contract treatment.
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Tax & Accounting
ASC 718 Stock-Based Compensation Expense Calculator
Calculate grant-date fair values for stock options (using Black-Scholes-Merton) and RSUs, and generate GAAP amortization expense schedules, journal entries, and audit footnotes.
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