Tax Library

Welcome to our tax library! We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season.

Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies.

Tax Forms

Access IRS tax forms.
Tax Rates

Find your tax rate.
Tax Publications

Access IRS Publications.
Tax Glossary

Tax terms from A to Z.
Tax Calendar

View key dates for the upcoming tax season.
TaxWise Strategies

Educate yourself on tax-advantaged investing.
Tax Calculator

Calculate your estimated federal income tax liability.

This material is not intended as tax or legal advice, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek tax or legal advice from an independent professional advisor. The content is derived from sources believed to be accurate.

Bruce Matthews is a registered representative of, and securities offered solely by Beneficial Investment Services, Inc., a wholly owned subsidiary of Beneficial Financial Group, member FINRA/SIPC. 150 Social Hall Avenue, suite 500, Salt Lake City, UT 84136, (800) 278-1103. All TruOptions Companies and Beneficial Financial Group are independent of each other. TruOptions, Bruce Matthews, nor Beneficial Investment Services offer tax or legal advice. Individuals are encouraged to consult with their respected tax and legal advisor.