Tax Links & Resources

Tax Planning

• Current Tax Organizer
• 2024-2025 Tax Planning Guide to Download
• Tax Year 2023 Engagement Letter for Individuals
• 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