Tax Guides
Read the guide. Download the checklist.
Practical, plain-language guides on what changed and how to prepare — each one paired with a printable checklist you can download and use on your own.
2027 Tax Filing Guide
Individuals, families and workers
2027 Tax Changes: What Families and Workers Should Know
Standard deduction amounts, newer federal deductions for tips, overtime and vehicle-loan interest, the additional senior deduction, expiring residential energy credits, and where New Jersey does not follow the federal rules.
Read the guide and download the checklist
Small-Business Tax Guide
Small-business owners and the self-employed
Small-Business Tax Savings Start With Organized Books
Separating business money, documenting business purpose, reviewing estimated tax payments, understanding deductions versus credits, and how long to keep records.
Read the guide and download the checklist
These guides are general and educational, current as of the dates shown, and are not individualized tax advice. Tax law changes; confirm the current rule before acting.