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. 

2023 & 2024 Tax Reference Guides

2024 Key Tax Reference Numbers at a Glance

2024 Key Tax Reference Numbers at a Glance


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2024 Comprehensive Key Numbers

2024 Comprehensive Key Numbers


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2023 Key Tax Reference Numbers at a Glance

2023 Key Tax Reference Numbers at a Glance


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2023 Comprehensive Key Numbers

2023 Comprehensive Key Numbers


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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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This information is not intended to be a substitute for specific individualized tax advice. Elefante Financial Services and LPL Financial do not offer tax advice or services. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Tax Tips for 2023 & Key #'s for 2024

Tax Tips for 2023 & Key #'s for 2024

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 2023 taxes - it is also important to have your eye on the ball for 2024 tax planning. 

Tax Tips for 2022 & Key #'s for 2023

Tax Tips for 2022 & Key #'s for 2023

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 2022 taxes - it is also important to have your eye on the ball for 2023 tax planning. Click the button below to learn more about tax tips that you should take into consideration this tax season.

Making Tax Payments Electronically

Making Tax Payments Electronically

Did you know that you can pay your taxes online and avoid the time and hassles involved with writing and mailing checks to the government? Electronic payments are safer, more secure and much faster than mailing physical checks. The process is easy to use, and we are all for simplifying the tax prep and payment process!

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.