TAX PLANNING AND PREPARATION LINKS
Use these worksheets to determine the tax basis of your AT&T shares.
This site will help charitable givers make intelligent giving decisions by providing
information on over 4000 charities and by evaluating the financial health of each of these charities. It also provides
articles and guide on charitable giving
This site helps non-profit charitable, educational, scientific and religious organizations
obtain IRS tax-exempt status under Code Section 501(c)(3).
A state-by-state listing of professional tax return preparers,
all members of the National Association of Tax Professionals.
Current and historical exchange rates for 164 currencies.
Find the price of any listed stock or mutual fund on any given date. Use this site
to help determine the tax basis of inherited stock when estate information is not available.
Use this calculator to estimate the amount of your home office deduction.
Use this site to determine the market value of an automobile donated to charity, or to
find the retail value of a used car you want to buy (click on Private Party Value). It also provides trade-in values.
Use the calculators on this site to find out how much you will save by making an additional
monthly or annual principal payment on your mortgage or by changing to a Bi-Weekly payment schedule. Compare your current
mortgage to a new mortgage to see how much you will reduce your monthly payments and determine the "break-even" point for
recovering the closing costs of a refinanced mortgage.
Here are some websites that provide guidelines for determining
the value of non-cash (clothes, household items, applicances and furnature, etc.) contributions to charity.
Use this site to pay your 2002 federal income tax liability,
or make your quarterly estimated tax payments, using your American Express, Discover, MasterCard or VISA credit
card. Many state income tax liabilities can also be paid by credit card via this site. You will be charged a free
based on the amount of tax being paid. The fee schedule is posted on the site.
An online collection of payroll tools, this site features a Paycheck Calculator to determine
the federal and state withholding and net pay under various scenarios. You can use this calculator to see how changing
your withholding status and/or number of exemptions will affect your take home pay. Other calculators include an Hourly
Paycheck Calculator, Gross Pay Calculator, W-4 Calculator, 401(k) Planner, Stock Options Calculator, and Tip Tax Calculator.
It also has a glossary of payroll terms and provides access to the payroll tax withholding forms for most states, which you
can download using Adobe Acrobat.
RNI helps providers of family child care successfully manage
their businesses. The site offers news, information and publications on recordkeeping, taxes, IRS audits, contracts,
insurance, and other business issues. It provides access to other family child care business resources and organizations,
and has a state-by-state listing of tax preparers who are familiar with family child care provider tax returns.
Use this calculator to determine the Required Minimum Distribution from your IRA - updated
for the 4/17/02 IRS final regulations.
These sites provides "everything you always wanted to know" about the ROTH IRA and the
new ROTH 401(k).
This site offers complete and up-to-date information on Section
529 college tuition savings plans for all states, with links to the websites of the individual state plans.
This calculator will show you just how much you will save
in federal taxes by donating shares of appreciated stock to charity instead of selling the shares and donating the cash.
Information and resources on the IRC Section 72(t) SEPP exception to the 10% early withdrawal
This site has a free calculator to compare what you need to earn on a taxable security
to equal the tax-free yield of a municipal bond or bond fund investment. Click on "Calculators".