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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.

Federal Tax Forms

Access IRS tax forms.
Federal Tax Rates

Find your tax rate.
Federal Tax Publications

Access IRS Publications.
Tax Glossary

Tax terms from A to Z.
Federal Tax Calendar

View key dates for the upcoming tax season.
TaxWise Strategies

Educate yourself on tax-advantaged investing.

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.

Robert & Richard Stites are Registered Representatives of and offer securities products & services through INVEST Financial Corporation, a registered broker-dealer and Member FINRA/SIPC. INVEST is not affiliated with Stites Financial LLC or Capital Asset Advisory Services.

Robert and Richard Stites are also separately registered as investment advisor representatives. Advisory Services offered through INVEST Financial Corporation and Capital Asset Advisory Services, Registered Investment Advisors registered with the Securities and Exchange Commission. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Michigan.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

INVEST Financial Corporation’s Privacy Policy

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.