1. TaxWise Strategies

    TaxWise Strategies Forty-nine percent of Americans think they personally pay more than their fair share in taxes. Source: Rasmussen Reports, 2013 We’ve put together a library of articles with helpful information on tax management strategies. Simply click on a topic. Capital Gain Tax Estate Tax Gift Tax Retirement Plan Limits Required Minimum Distributions Charitable Trust […]

  2. Tax Calendar

    Federal Tax Calendar Here are some key dates for the current tax year. 2015 January 15 – Fourth quarter 2014 estimated tax due. Use Form 1040-ES. February 2 – Deadline for employers to provide copies of Forms W-2 and 1099 for 2014 to employees. 17 – If you claimed exemption from income tax withholding last […]

  3. Tax Glossary

    Tax Glossary Click any letter (A-Z) to jump to the corresponding section of the alphabetically-ordered glossary list. A B C D E F G I J L M N P Q R S T A Adjusted Gross Income (AGI) An interim calculation in the computation of income tax liability. It is computed by subtracting certain […]

  4. Tax Publications

    Federal Tax Publications There have been nearly 5,000 changes to the tax code since 2001 – an average of more than one a day, not including changes resulting from the American Taxpayer Relief Act of 2012. Source: 2012 Annual Report to Congress, National Taxpayer Advocate, 2013 You can view or print the most popular IRS […]

  5. Tax Rates

    Federal Tax Rates According to one survey, 49% of Americans believe middle-income people pay too much in income taxes. Source: Gallup, 2014. These figures are for the 2015 tax year. Find your tax rate below. Schedule X – Single If taxable income is over: But not over: The tax is: $0 $9,225 10% of the […]

  6. Tax Forms

    Federal Tax Forms The IRS estimates that Americans spend about 6.1 billion hours per year filling out tax forms. Source: Internal Revenue Services, 2013 Here you can view, print, or save commonly used tax forms and accompanying instructions for completing the forms. The links below will take you to the Internal Revenue Service website. Form […]