Tax Resources

Items to Bring to Your Tax AppointmentItems to Bring to Your Tax Appointment:

Personal (PDF)

Business*/Rental (PDF)
* Sole Proprietors, Partnerships, Corporations, LLC’s

Directions to our Office

Business FormsBusiness Forms

2024 Important Numbers2024 Important Numbers

  • Federal Mileage Reimbursement Rate: 67 cents per mi
  • IRA Contribution Limit: $7,000 ($8,000 if age 50 or older)
  • 401(K) Elective Salary Deferral Limit: $23,000 ($30,500 if age 50 or older)
  • SIMPLE IRA Contribution Limit: $16,000 ($19,500 if age 50 or older)
  • Maximum earnings subject to Social Security Tax: $168,600

2023 Important Numbers2023 Important Numbers

  • Federal Mileage Reimbursement Rate: 65.5 cents per mi
  • IRA Contribution Limit: $6,500 ($7,500 if age 50 or older)
  • 401(K) Elective Salary Deferral Limit: $22,500 ($30,000 if age 50 or older)
  • SIMPLE IRA Contribution Limit: $15,500 ($19,000 if age 50 or older)
  • Maximum earnings subject to Social Security Tax: $160,200

Important Healthcare Websites and FormsImportant Healthcare Websites and Forms

New York State Healthcare Exchange (Sign-up for healthcare here.)

Federal Health Care Exchange (healthcare.gov)