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.
Federal Income 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.

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Securities and Investment Advisory services offered through Woodbury Financial Services, Inc., Member FINRA, SIPC, and Registered Investment Adviser, PO Box 64284, St. Paul, MN 55164 (800)800-2638 Heritage Investors LLC and Woodbury Financial are not affiliated entities. Heritage Investors, LLC is an Independently Owned and Operated Company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)^® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Neither Woodbury Financial Services, Inc., nor its registered representatives or employees, provide tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.

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