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 information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security.
This material was written and prepared by Broadridge Advisor Solutions.
© 2021 Broadridge Investor Communication Solutions, Inc.

Andrew Martin is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of FL, AL, TX. No insurance business may be conducted outside of these states referenced.

Andrew Martin is also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering advisory services in the states of FL, AL, MS, LA, TX, TN. As such, these services are strictly intended for individuals residing in these states.

Andrew Martin is a Registered Representative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency 1110 Montlimar Drive, Suite 1010, Mobile, AL 36609 251-460-4606. In this regard, this communication is strictly intended for individuals residing in the states of FL. No offers may be made or accepted from any resident outside the specific states referenced.

Atlas Financial Strategies LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.

Neither Atlas Financial Strategies LLC, NYLIFE Securities LLC and its affiliates, nor its representatives, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

^{^} Andrew Martin has been voted the Gulf Coast's Best Financial Advisor based on polling of people who live in and nearby Pensacola, Florida. Results were tabulated by Inweekly (Independent News) https://inweekly.net/best-of-the-coast-2020.

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