Helpful Links

Client Forms and Documents

• Client Tax Organizer
  (generic – Clients, please contact us for your customized Tax Organizer)

Federal Government Agencies

• Index of US Government Departments & Agencies
• Internal Revenue Service
  • IRS Forms & Publications
  • Check IRS Refund Status
  • Check Economic Impact Payments (EIP) Status
  • Coronavirus Tax Relief
  • IRS Withholding Calculator 
• Social Security
  • my Social Security
  • Medicare Enrollment
  • Online Services
  • Retirement Estimator
• U.S. Small Business Administration
• Federal Trade Commission (FTC) – consumer information
  • Report fraud
  • Report identity theft
  • Get your free credit report

Federal Law & Regulations

• Code of Federal Regulations
• Internal Revenue Service Bulletins
• Tax Regulations
• US Code
• FedLaw

State – Massachusetts & Other States

• Check MA Refund Status 
• Massachusetts Department of Revenue
• MassTaxConnect
• States Departments of Labor Links
• States Government Websites
• Secretaries of State Links
• State Tax Forms Links
• States Departments of Revenue
• States Attorneys General

Financial

• Accounting, Bookkeeping & Tax Links
• Annualcreditreport.com
• Saving for College
• SEC EDGAR Database

Reference and News Sites

• BankRate
• CNN Money
• MSNBC – Microsoft & NBC
• The New York Times
• Wall Street Journal 
• Yahoo Finance 

Accounting and Tax Q&A

Tax rates and regulations may change from one year to the next. Find answers to questions frequently asked by tax payers and small businesses. Click on the links for further information or source documents.

Standard Mileage Rates

• What is the IRS mileage rate for use of a car in business?
  • Click the link for up to date standard rates per mile for business miles driven (see also medical, moving, and charitable rates)

Social Security Questions

• What is the maximum amount of taxable earnings subject to the Social Security payroll tax?
  • You pay taxes on wages and self-employment income up to a maximum amount of earnings; this can change each year.
• What is the earnings limit for workers collecting Social Security who ate younger than “full” retirement age?
  • The earnings limit for workers who are younger than full retirement age will increase to $22,320. (SSA deducts $1 from benefits for each $2 earned over $22,320.)
• What is the Social Security “full” retirement age?
  • You can start receiving your Social Security retirement benefits as early as age 62.   However, you are entitled to full benefits when you reach your full retirement age.
•  What is the tax on my social security earnings?
  • Some people have to pay taxes on benefits they receive from Social Security.  No one pays federal income tax on more than 85 percent of his or her Social Security benefits based on Internal Revenue Service (IRS) rules. Click the link above to estimate what your tax may be on Social Security benefits.

Retirement Contribution Limits

• What is the maximum IRA contribution allowed?
  • For any calendar year, your total contributions to all of your traditional and Roth IRAs cannot be more than a specified amount, which may increase from one year to the next and depends on whether you are age 50 or older. Click the link above for the various contribution limits.
  • Have you heard of a Backdoor Roth IRA for high income earners?

• What are the 401(k), 403(b), and most 457 Retirement Plan and Profit Sharing Plan Contribution Limits?
  • • There is a limit on the amount your may defer from your current pay to a retirement plan and a maximum overall limit.  Catch-up contribution for those age 50 or over apply.

Got a tax or accounting question you need some help with? Send us an email or call us at (774) 237-0691.