Tool Box

Zimmerman & Co cannot be responsible for the content of external websites linked to our site. Following the links below implicitly constitutes acknowledgment and acceptance of this agreement.

TAX DUE DATES

• Federal
• States

TRACK YOUR TAX REFUND

• Federal
• States:
  • Ohio
  • Indiana
  • Kentucky – by phone only
  • Pennsylvania
  • New York
  • Michigan

TAX FORMS & PUBLICATIONS

• Federal
• States

RECORD RETENTION GUIDE

• Businesses
• Individuals
  

TAX ORGANIZER

• Organizer
• client authorization to release information form

FINANCIAL CALCULATORS

• College savings planner
• Home Budget Analyzer
• Loan payment & amortization calculator
• Mortgage calculator
• Life insurance need estimator

RETIREMENT CALCULATORS

Retirement Planners:

• http://cgi.money.cnn.com/tools/retirementplanner/retirementplanner.jsp
• http://moneycentral.msn.com/retire/planner.aspx
• http://www.bloomberg.com/personal-finance/calculators/retirement/
• http://www.dinkytown.net/java/RetirementPlan.html

Social Security Benefits Estimator:

• http://www.ssa.gov/retire2