Tax Organizers

M V Berardi knows you don’t deal with tax reporting or accounting issues every day. If you have a question about taxes, tax reporting, tax strategy, or financial planning call us—we are here to help. If there is information you would like to see on this page let us know and we’ll try to accommodate you. PDF downloads:

How to find a good tax preparer
Tax allowances for mileage, kids, other business expenses
Filing dates, extension dates
You didn’t file a return or more than one return, now what?
Tax filing considerations for same sex couples
Tax filing considerations for resident aliens, new Americans, and undocumented immigrants
Leaving the job? Don’t forget your 401(k)

Tax Organizers

Tax organizer for individuals
Tax organizer for landlords

Financial Calculators

Mortgage Calculators

Refinance Breakeven — Should you refinance your mortgage? Use this calculator to determine when you will breakeven.

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

Loan Calculators

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!

Loan Comparison Calculator — Use this calculator to sort through the monthly payments, fees and other costs when comparing loan options.

Credit Cards and Debt Management

Credit Card Payoff — 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.

Personal Debt Consolidation — Should you consolidate your debt? This calculator is designed to help determine if debt consolidation is right for you.

Retirement Savings and Planning

Retirement Income — Use this calculator to determine how much monthly income your retirement savings may provide you in your retirement.

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

Savings Calculators

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

Where’s My Refund, Federal, MA, RI?

Federal: Click here
Massachusetts: After clicking the link, you will be required to login to the Massachusetts website. The link for Refund Status is located under the heading “View Recent Activity”. To access the website, click here.
Rhode Island: Click here

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