Resources & Tools

Accounting Resources

American Institute of CPAs

Visit AICPA.org →

California Franchise Tax Board

Visit FTB.CA.GOV →

Tax Resources

Internal Revenue Service Payments

Visit irs.gov/payments→

Internal Revenue Service

Visit IRS.gov→

Mass Tax Connect

Visit Mass Tax Connect Website →

Mass Dept. of Revenue

Visit Mass DOR Website →

Massachusetts Corporation Division

Visit MASS Corp Division Website →

Insights

OBBBA Small Business Changes

This chart compares current business tax provisions with the changes under the OBBBA. It shows how the law impacts clean energy credits, employer incentives, business ...
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OBBBA Individual Changes

This chart compares current tax law with changes under the proposed OBBBA, highlighting how it affects individual tax rates, credits, deductions, and savings plans. It ...
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Making Estimated Tax Payments

Don’t let the penalty for underpayment of estimated tax apply to you. The penalty is more expensive than it first appears because the penalty payment ...
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FinCEN New Filling Requirements 

After years of delays, the first stage of the Corporate Transparency Act (CTA) goes into effect on January 1, 2024. It imposes a new federal ...
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IRS Lowers E-filing Threshold to 10 Effective January 1, 2024

The Taxpayer First Act of 2019, enacted July 1, 2019, authorized the Department of the Treasury and the IRS to issue regulations that reduce the ...
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Pass-through entity tax (PTET), what is it, how does it work, and does it affect you?

Pass-through entities (PTE) that qualify are generally S corporations, partnerships and multi-member LLCs which are taxed as S corporations or partnerships. C corporations, single member ...
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Helpful Tools

Amortization Schedule Calculator

This loan calculator lets you estimate your monthly loan repayments. It also determines out how much of your repayments will go towards the principal and how much will go towards interest. Click the link and input your loan amount, interest rate, loan term and repayment start date then click "Calculate".

Personal Budget Planner

Visit Consumer.gov to download a personal budget planning worksheet along with other useful financial tools and information.

Mortgage Calculator

Visit https://www.mortgagecalculator.org/ and enter property data to view your potential mortgage payments.

Retirement Planning Calculator

Visit CapitolGroup.com and use the retirement planning calculator to find out how much money you might need in retirement and whether your current savings plan could get you to your goal. The calculator results will provide a chart that compares your projected savings with your retirement goal. You’ll then be able to try different scenarios to see how changes in your savings plan might affect your results.

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