Here are some websites we think you might find useful and interesting.

Check the status of your refund - Federal

Check the status of your refund- New York

• Year End Tax Planning 2023
  As hard as it is to believe, another round of tax changes appear to be coming. And as Congress debates possible tax changes, taxpayers are left wondering what should I be expecting and what should I be doing? Without a crystal ball, it is difficult to know for sure. However, to help, we have put together this piece to highlight strategies that are worth considering.

  • Year end tax planning 2021
    
• Practical planning for HNW individuals
  Often planning is implemented on the advice of good advisors and with the best intentions. However, many times this planning falls short because of the failure to “manage” it. Here is a list of mistakes we see so regularly that we feel compelled to point them out.

  • Practical planning Issue01
    
• I-9, Employment Eligibility Verification
  Use form 1-9 to verify the identify and employment authorization of individuals hired for employment in the United States.

  • I-9
    
• NY Passthrough Entity Tax (PTET)
  The passthrough entity tax (PTET) is an optional tax that partnerships and NY S corporations may annually elect to pay on certain income for the tax years begining on or after January 1, 2021.
  
  The link provides Pellegrino Saccomani & Wells, CPA's, LLP presentation and additional materials.

  • Pellegrino, Saccomani & Wells, CPA's, LLP - PTET presentation
    
  • PSW PTET Slides
    
  • NYSDOT- Technical memo- PTET
    
• Standard Terms and Conditions Addendum 
  Attached is our Standard Terms and Conditions Addendum to our engagement letters

  • PSW Standard Terms & Conditions Addendum
    
• Current Exchange Rates
  This link will help you chart the dollar against any foreign currency

  • Exchange Rates
    
• Mortgage, Bank, Lending, and Interest Rates
  This site will give you the most up-to-date information on constantly fluctuating rates

  • Mortgage Rates Today
    
• MSN Money
  A great source of information for your personal finance needs. Get access to quotes, stock research, and news

  • MSN Money
    
• Market Watch by Dow Jones
  CBS Marketwatch provides links to financial news, stock quotes, IRA resources, stock picks and more

  • Market Watch
    
• Travelex - Foreign Exchange
  Foreign currency exchange. Travelex has competitive exchange rates and traveler's cheques

  • Travelex
    
• Social Security Administration
  Social Security Administration administers retirement, medicare, disability and other benefits

  • Social Security
    
• U.S. Small Business Association
  Programs and services to help you start, grow and succeed

  • Small Business Administration
    
• U.S. Department of Commerce
  • U.S. Department of Commerce
    
• Federal Citizen Information Center
  A catalog of Free and low-cost federal publications that may be of interest to you. Also contains a lot of important consumer information

  • Pueblo.GPO.gov
    
• ​IRS
  The IRS website has many great tax resources for you

  • IRS.gov
    
• IRS W4 Form
  This form is used to determine federal income tax withholding

  • Form W-4 (2018)