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Tax Planning Services
It is vital to do your Tax Planning way before the tax return is due. Advance Tax Planning could give you access to many tax incentives that are out of reach for those who wait till the last minute. We may consider refinancing your mortgage to enhance deductible interest in some cases.

What is my tax bracket? How can I reduce my tax bracket? Which areas of tax write off am I missing out on? Should I hire an accountant? Should I file my own tax return? How much should I contribute to my 401K-403(b)-457 Plan? Should I be doing a ROTH IRA or a regular IRA? When should I pay off my house?

Forms will open in a new window. If you do not see the form you are looking for please click here to contact IIG, or click here to be redirected to the IRS' homepage.

1
TAX FORMS
a
W-4
b
2005 W-9 Tax-Payer ID Request
c
 
 
2
TAX CREDIT & DED SAMPLES
a
Savers Tax-Credit form #8880
b
Employee Bus Exp #2106
c
Child Care Credit #2441
d
Child Tax Credit #8812
e
Charitable Contributions #8812
f
Education Credits #8863
g
Health Care Credits #8885
h
Health Savings Account Credits #8889
i
Schedule A & B Deds #8863
j
Elder Credits