Tax Links & Resources

 

Tax Resources & Links

 

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• Engagement Agreement Letter
• Blank Organizer
• Tax Planning Guide Download
• Firm Privacy Policy

Tax Sites

• IRS
• NJ Division of Taxation
• NY Department of Taxation and Finance

Social Security

• Social Security Administration
• Medicare Part B Income Related Monthly Adjustment Amount (IRMAA)

Where is My Refund?

• Federal
• New Jersey
• New York

Charitable Donation Guides

• The Salvation Army Valuation Guide to Non Cash Items

Health Insurance

• Healthcare.gov (the “Exchange”)
• Health Insurance Subsidy Calculator

College Planning

• Savingforcollege.com
• Student Loan Calculator

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