Durham Office

1502 West NC Highway 54

Suite 501
Durham, NC 27707

Tax Resource Center

Understanding tax strategies and managing your tax bill should be part of any sound financial approach. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts. Our Tax Resource Center is here to provide assistance no matter where you are in your financial planning journey. 

TAX

Interested in learning more about the topic of tax and how it can impact your financial goals and plans? Click the link below to view timely videos and articles on tax. 

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TAX RESOURCES

Access our tools such as calendars, calculators, forms, rates, etc. to help you manage your taxes

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TAX BLOGS

Written by Gary Elefante, our tax blogs are a great resource to help ensure that you are well prepared during tax season. 

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TAX REFERENCE GUIDE

TAX REFERENCE GUIDE

Multi-task time on the tax planning front!! While you are busy making sure you gather all your tax forms and other prep info for filing your 2021 taxes - it is also important to have your eye on the ball for 2022 tax planning. Click the button below to learn more about tax tips that you should take into consideration this tax season.

THE FACTS ABOUT INCOME TAX

THE FACTS ABOUT INCOME TAX

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

COMPARING INVESTMENTS CALCULATOR

COMPARING INVESTMENTS CALCULATOR

This calculator is designed to help compare a fully taxable investment to two tax-advantaged situations. In one situation, an investment account is not taxed until the money is withdrawn. In the second scenario, the money is an investment that is not subject to federal or state tax.