Broker Check

Tax Resources

IRS

CA Franchise Tax Board

What is an enrolled agent?


Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes.

Tax Calendar

A list of important dates from the federal tax calendar

Tax Forms

A full set of downloadable forms from the IRS

Tax Publications

A full set of downloadable publications from the IRS

Tax Rates

Tables to enable you to find your federal marginal income tax rate

How to Know It's the IRS Calling or Knocking on Your Door

Many taxpayers have encountered individuals impersonating IRS officials – in person, over the telephone and via email. Don’t get scammed.

Non-Cash Deductions

Links to help you value your non-cash contributions

Tax Checklist PDF

Take an inventory of your tax situation and documents with our tax checklist. This checklist is also part of our annual beginning-of-year mailing to existing clients.

Charity Navigator

Charity Navigator, America's premier charity evaluator, highlights the fine work of efficient, ethical, and open charities. This website provides a rating for sound fiscal management and commitment to accountability and transparency.



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.