For those life-long learners who want to expand their knowledge of tax topics, the content and links to outside tax resources here in our library (and in our blog) can help. Happy reading and learning.
HELPFUL TAX LINKS
Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.
IRS Tax Resources for Seniors & Retirees
A list of important dates from the federal tax calendar
A full set of downloadable forms from the IRS
A full set of downloadable publications from the IRS
Tables to enable you to find your federal marginal income tax rate
This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
What If? Report
Let Us Show You HOW MUCH We Could Have SAVED You on Your Tax Return
WHAT IF we could save you MONEY with some BRIGHT IDEAS? Find out NOW!
It’s easy. We just need a copy of your most recent tax return. We’ll then address the question, “What If you did things differently on your return?” We’ll show you how you could have been more tax efficient and set you up to pay less taxes next year.