Tax Links & Resources

Tax Season 2021

• 2021-2022 Tax Planning Guide Download
• Individual Tax Engagement Letter
• 2021 Blank Organizer
• 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