Resources

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Worksheets 

Adoption Credit

Auto Expense

Rental Property

Partners Adjusted At-Risk Basis

Mutual Fund Basis Worksheet

Shareholders Basis in S Corporation

Roth Recordkeeper

IRA Contribution Recordkeeper

IRA Distribution Recordkeeper

W-4 Withholding Worksheet

2005 Per Diem Rates 

Social Security Benefits

If you are confused about how your monthly Social Security benefit will be computed, you can request a benefits statement from the Social Security Administration by calling 1-800-772-1213

The Social Security Administration has recently made available interactive Retirement Planning Calculators on its website. 

Learn more about the role Social Security will play in your financial future at the SSA Benefits Planning site

Revenue Services

Internal Revenue Service 

 2007 Form 1040ES - Estimated Tax for Individuals 

2007 Form 1040ES (NR) - Estimated Tax for Nonresident Aliens 

Massachusetts Department of Revenue

Connecticut Department of Revenue

Our Memberships

The National Association of Tax Professionals, founded in 1979, is a nonprofit professional association dedicated to excellence in taxation.  NATP was formed to serve professionals who work in all areas of tax practice. Members include CPAs, individual practitioners, enrolled agents, accountants, attorneys, and financial planners.

National Society of Accountants
NSA is the preeminent organization for professionals who provide accounting, tax and related financial services to individuals and small businesses.

Association of Enrolled Agents
Enrolled Agents are federally authorized tax practitioners who have technical expertise in the field of taxation and are empowered to represent taxpayers before all administrative levels of the IRS for audits, collections, and appeals. EA's provide tax preparation, tax advice and tax planning services in addition to helping taxpayers resolve problems with the IRS.

Helpful Sites 

Advice for choosing a Tax Preparer
Taxpayers who pay someone to do their taxes should choose a preparer wisely. If you choose to use a paid tax preparer, it is important that you find a qualified tax professional.

Advance Child Tax Credit
If you plan on claiming Child Tax Credit on your tax return and you received an advance payment on the increase (or if you can't remember if you did), find out how much it was.

Check the status of your
Federal Refund    
State Refund

IRS Withholding Calendar
Find out whether you are having  too much or too little income tax withheld from you pay.

U.S. Armed Forces members
The tax laws provide some special benefits for active members of the U.S. Armed Forces

Commonwealth FinancialNet  includes financial news and services, market research, stock quotes/charts and graphs, company profiles, calculators and much more!

Industry Week offers several free daily, weekly and monthly e-mail newsletters that connect you to outstanding Web-exclusive research, articles, and major features from IndustryWeek magazine, along with information about products, conferences, and services that can improve your business.

AJE Financial Services
364 East Street, Ludlow, MA 01056 • Phone: 413 589-1671 • Fax: 413 583-8134 • Email: AJE Financial Services 
Copyright © 2008, AJE Financial Services. All right reserved. Mission Statement. | Privacy Notice | Site last updated on 1/23/08.