Resources for Individuals
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Planning/Updates
- 2008 Housing Act - New tax provisions that affect homeowners or those planning to be homeowners.
- 2007 Year-End Planning - Ideas on ways to reduce your income taxes for 2007 and 2008.
- Save Estate and Gift Taxes With A Little Planning - Information on gifting, estate and gift taxes.
- Sale of Personal Residence - Current tax rules of sale of personal residence.
- Financial Planning and Investments - Our financial services portion of the website with information on the services we provide and investment links.
- Tax Planning Information Request - Word file that you can complete and e-mail to us to prepare a tax planning analysis for you.
- Estimated Income Taxes, Penalties & Record Retention
- Estimated Income Tax Payments - Due dates and addresses Federal Estimated Tax Coupons NC Estimated Tax Coupons SC Estimated Tax Coupons
- Late Filing/Payment Penalties Information
- What Tax Records to Keep and For How Long
- Income Tax Preparation
- Electronic Tax Organizers - We are e-mailing your organizer in January complete with prior year numbers. Blank organizers are available.
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Individual Tax &
Related Resources |
