Tax
Understanding tax strategies and managing your tax bill should be part of any sound financial approach. Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.y come from? If you’re like most people, qualified-retirement plans, Social Security, personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Marlborough Office
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Articles
Calculators
Videos
Articles
- What Do Your Taxes Pay For?
Here’s a breakdown of how the federal government spends your tax money. - What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. - How Income Taxes Work
A quick look at how federal income taxes work. - What’s My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed. - Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. - How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
Calculators
- Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction. - Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax. - Tax Freedom Day
Assess how many days you’ll work to pay your federal tax liability. - Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates. - Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one. - Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Videos
- The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. - Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
- What Do Your Taxes Pay For?
Here’s a breakdown of how the federal government spends your tax money. - What If You Get Audited?
The chances of an IRS audit aren’t that high. And being audited does not necessarily imply that the IRS suspects wrongdoing. - How Income Taxes Work
A quick look at how federal income taxes work. - What’s My 2023 Tax Bracket?
Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed. - Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community. - How to Appeal Your Property Taxes
For homeowners who think their property taxes are too high, there are ways to appeal.
- Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction. - Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax. - Tax Freedom Day
Assess how many days you’ll work to pay your federal tax liability. - Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates. - Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one. - Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
- The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you. - Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?