Information Center

Information Center

Download these documents for more information on the subject.

Tax Rates: This document provide information about personal and corporate tax rates for Federal and State taxes respectively. Download this file to find out your tax rate if you are single, married filing jointly, married filing separately, head of the household, standard deductions, federal estate tax, and federal gift tax

Personal Tax Information: In order for us to file your tax returns, we need you to provide information requested in this document. Download this document, fill up the information requested, and mail it to us. If you are sending this document via email, please ensure your documents are password protected.

Record Retention: This document provide information about your personal and corporate tax record retention period. Federal law requires you to maintain copies of your tax returns and supporting documents for three years, this is called “three-year law”. Download this document to for a list of documents to retain.

Retirement Plans & Social Security Benefits: This document provide with information on your retirement plans and social security benefits.  Rules on plan contributions, traditional IRA tax deductions, maximum deductions allowed , required minimums, rules for Roth IRA etc.


Links to external sites:  Use these link to calculate tax, investment decision, check current interest rates, and market news on stocks, bonds, and mutual fund markets.

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