Below is an ongoing list of pertinent forms and tools that are available for your use. They are very easy to use but please feel free to contact us if you have any questions. Please check back often as this page is updated frequently.

ORGANIZERS:

Tax Organizer - Long Form

Tax Organizer - Short Form

FORMS:

IRS Forms – www.irs.gov/app/picklist/list/formsInstructions.html

IRS Publications - www.irs.gov/app/picklist/list/publicationsNoticesPdf.html

CALCULATORS:

Savings Calculator – www.planningtips.com/cgi-bin/savings.pl

Retirement Calculator - www.planningtips.com/cgi-bin/retire.pl

Estate Planning Calculator - www.planningtips.com/cgi-bin/estate.pl

Mortgage Interest Calculator - www.planningtips.com/cgi-bin/apr2.pl

Mortgage Calculator – www.planningtips.com/mortcalc_js.html

Loan Comparison Calculator - www.planningtips.com/cgi-bin/flap.pl

Loan Calculator – www.planningtips.com/cgi-bin/simple.pl

Home Purchase Calculator – www.planningtips.com/cgi-bin/howmuch.pl

IRS Withholding Calculator - http://www.irs.gov/individuals/article/0,,id=96196,00.html