Tax Library

Welcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.

Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

Tax Forms

Access IRS tax forms.
Tax Rates

Find your tax rate.
Tax Publications

Access IRS Publications.
Tax Glossary

Tax terms from A to Z.
Tax Calendar

View key dates for the upcoming tax season.
TaxWise Strategies

Educate yourself on tax-advantaged investing.
Tax Calculator

Calculate your estimated federal income tax liability.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.

For information, call toll free 866-703-2131or refer to www.smallbizretirement.com. Ward Aguilar Financial, Inc. is the owner and is solely responsible for content on www.smallbizretirement.com. Ward Aguilar Financial, Inc. is not a legal or tax advisor, and therefore any information provided in this regard is under the sole authority of the participant to apply such information and act according to IRS rules and provisions. However, Ward Aguilar Financial, Inc. will be glad to work with you, your accountant, tax advisor and/or attorney to help you meet your financial goals. The retirement plan options offered through this program are participant directed programs. Ward Aguilar Financial, Inc. does not have discretionary authority to direct the investment selection on behalf of account holders and is not responsible for investment results achieved based on this participant direction.

Keythe Ward-Aguilar is a registered representative with and securities offered through LPL Financial, Member FINRA/SIPC. Ward Aguilar Financial, Inc. is a seperate entity from LPL Financial. Ward Aguilar Financial, Inc. and LPL Financial are not affiliated with National Merchant Center or Blackbook2 or firms working on their behalf.

The associates of Ward Aguilar Financial, Inc. are registered with LPL Financial to provide investment services in AZ, CA, CO, FL, IL, NC, NV, UT, WA, WY. Insurance related services may not be provided to individuals residing in any state other than AZ,CA,CO,UT,WA.

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Tax Library