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

2021 Important Numbers2021 Important Numbers

  • Federal Mileage Reimbursement Rate: 56 cents per mile
  • IRA Contribution Limit: $6,000 ($7,000 if age 50 or older)
  • 401(K) Elective Salary Deferral Limit: $19,500 ($26,000 if age 50 or older)
  • SIMPLE IRA Contribution Limit: $13,500 ($16,500 if age 50 or older)
  • Maximum earnings subject to Social Security Tax: $142,800

2020 Important Numbers2020 Important Numbers

  • Federal Mileage Reimbursement Rate: 57.5 cents per mile
  • IRA Contribution Limit: $6,000 ($7,000 if age 50 or older)
  • 401(K) Elective Salary Deferral Limit: $19,500 ($26,000 if age 50 or older)
  • SIMPLE IRA Contribution Limit: $13,500 ($16,500 if age 50 or older)
  • Maximum earnings subject to Social Security Tax: $137,700

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)

Child Health Plus