Common Tax Resources

For “get it quick” routine issues:

To check that you paid your CA estimated taxes:

To find the Publically Traded Partnership (PTP) you might have forgot about:

As a quick index to free web-based resources by topic:

To find the basis for stock you inherited:

To learn more about the benefits of Roth IRAs:

To help you figure out the value of the used items you donated:

To find the property taxes paid when you don’t remember:

To review your options on when to start receiving Social Security benefits:

To begin researching an IRC 529 plan (College Savings Plan):

For the client who knows he/she worked in multiple locations last year, but didn’t manage to keep receipts:

When completing an estate tax return and listing various stocks owned:

To calculate the deductible DMV fees you paid during the year:

For small businesses considering their choices in offering retirement plans:

Client Resources