Where do you go to research and get answers to your questions? Access Tax Forms and Resources below:

American Institute of CPAs

Bureau of Labor Statistics

Internal Revenue Service

MA Dept. of Revenue


U.S. Small Business Administration

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Information and interactive calculators, made available to you as self-help tools for your independent use:*

1040 Online Tax Tools

IRS Witholding Calculator

*This CPA Client Bulletin is provided by Reagan & Company, PC to its clients through an arrangement with the AICPA, which holds the copyright to the CPA Client Bulletin and reserves all rights. Permission is required for any further redistribution or reuse of this content. Please direct any such inquiries to

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Monthly Newsletter Archive

June '17

"The 3rd Best Investment You Can Make"

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May '17

"Tax-Wise Portfolio Rebalancing"

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April '17

"Dealing with an IRS Audit"

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March '17

"Playing Defense as Stock Prices Soar"

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February '17

"After-Tax Dollars in Traditional IRAs"

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January '17

"Be Cautious With Hard-to-Value IRAs"

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Financial Planning

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July '17

"Calculating Retirement Needs"

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September '17

"Ginnie Mae Funds for Your Retirement"

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August '17

"College Costs Really are Increasing Again"

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October '17

"Prepare Your Kids for Financial Independence"

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January '18

"Investing in 2018: Dividend Stocks"

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April '18

"Patience is Prudent"

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February '18

"Solving the Annuity Puzzle"

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March '18

"Weighing the Risks of Bond Funds"

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Trust and Estates

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Headquarters: 98 Adams Street, Suite 101              Leominster, MA 01453              Phone: 978.534.4095              Fax: 978.534.0957              Website Design and Maintenance by Kreative Dezign

98 Adams Street, Suite 101,  Leominster, MA 01453

Phone: 978.534.4095  |  Fax: 978.534.0957

Website Design & Maintenance by Kreative Dezign