There are many great sites on the World Wide Web but trying to actually find those great sites can be a frustrating experience. We have compiled a list of Websites that we have found to be helpful resources of information. When you click on a link, a new window will pop up. Close the window when you are ready to return to this page.
The Internal Revenue Service
Home of the IRS on the Web. The IRS has definitely done a nice job on their Website.
IRS AMT Assistant
Individuals who claim certain tax benefits may owe AMT. The easiest way to calculate your AMT is to use tax software, which will automatically figure your tax, including any AMT.
IRS Publication on Idenitfy Theft
If you ever become concerned that you have been a victim of identify theft or would like some tips on how you can reduce your risk of becoming a victim please review this IRS Publication.
Terms and Conditions Addendum to Engagement Letter - Individual
Terms and Conditions Addendum to Engagement Letter - Entities
Free Application for Federal Student Aid
Use this site to file for the annual Federal Student Aid (FAFSA)
Bank Rate Monitor
Review local and national savings and loan rates.
College Savings Plans
Review information on college savings plans
Payroll Deductions Calculators
Use these calculators to help with payroll questions.
Annual Credit Report
Get a free copy of your credit report every 12 months from each credit reporting agency.
Social Security Administration
Review Social Security Questions and USe Online Services
Morningstar Investment Information
Research Investments using this website.
Use this website for all types of financial calculators.
Client Payroll Processing
Log in for client payroll processing
Insight Strategic Wealth
Since 1988, we have been helping clients through times of personal and financial transition by providing guidance and setting goals. During this time, Partners of Conry-Taylor & Company CPAs PC recognized that many existing clients were looking for a more integrated financial planning and investment solution. We have extensively explored to find a low cost, high level of service solution to fully implement our core investment strategy of passive investing. To provide this service, Insight Strategic Wealth (formerly CTM Financial) was established to serve as a Registered Investment Advisor firm to individuals, businesses, trusts, partnerships and retirement plans.