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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.

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.

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.

About Us

San Ramon Meeting Location:
American Investors Company
2682 Bishop Drive, Ste. 123

San Ramon, CA 94583

Phone: 925-820-1865
Fax: 925-820-1865

tphilipson@aicrep.com
Map and Directions

Tricia J. Philipson is a Registered Principal offering Securities & Advisory Services through American Investors Company, Member FINRA/SIPC, Registered Investment Advisor. Branch Location: 2344 Saddleback Drive, Danville, CA 94506. In this regard, this communication is strictly intended for individuals residing in the state of California.. No offers may be made or accepted from any resident outside California.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

PHILIPSON FINANCIAL & MEDIATION SERVICES

Tax Library