Tax Tools and Links

Taxes at a Glance

For over twenty years, we’ve been preparing an annual guide for our clients complete with individual and corporate tax information. Download the 2017 guides which include:

• Current income tax rates (individual and corporate)
• Gift and Estate rates and limits
• Standard, individual and business-related deduction limits
• Tax rates for capital gains and dividends
• Contribution limits for IRAs, 401(k)s and other employer-sponsored retirement plans
• Health and Medicare-related premiums and deductions

Important Dates and Deadlines

For Individuals

Tax Forms
Individual Tax Organizer
Individual Tax Rates (see Taxes at a Glance above)
Retention Guide-Personal

For Companies and Organizations

Tax Forms
Retention Guide-Business

Financial Sites

• Current exchange rates and foreign currency exchange
• Mortgage, bank, lending and interest rates
• New York Stock Exchange

Government Sites

• Social Security Administration
• Small Business Association
• U.S. Department of Commerce

Tax Information

• IRS
• IRS Forms

Check Your Refund

• Federal
• State