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Welcome to our tax center. Here you'll find helpful tax tips and resources.



Free tax organizer


Michael Sczekan & Co., provides free, downloadable tax organizers to assist you in assembling data for the preparation of your income tax returns. We provide our organizer in Excel format.

Privacy Policy Download your organizer in PDF format.

When to expect your Federal income tax refund...


You can track your tax refund using the IRS's Where's My Refund tool. If you don't receive your refund within 28 days from the original IRS mailing date listed, you can initiate a refund trace on the IRS Web site.

State refunds are processed separately by each individual state, so processing times vary from state to state. As a general rule, you can expect your state tax refund within 30 days of the electronic filing date or the postmark date.

2017 Tax due dates

Tax calendar

2017 Tax rates

2017 Tax Brackets

IRS tax forms


The IRS has available all its forms and instruction for download in Adobe PDF format. You can download them from the IRS's Forms and Instruction page.

You will need the Adobe Reader which you can download free of charge.

Most of the forms are in the fill-in PDF format which allows you to enter values directly into the PDF document. If you use Adobe Reader version 6.05 or later, you can save and print the forms with the filled in data included.

IRS publications


The IRS has over 50 publications filled with helpful information. They cover topics for every type of tax (income, payroll, excise, etc.) and most types of businesses and industries. For individuals can find pubs for many topics including child credits, person serving on the military, individuals living abroad. You can download these pubs from the IRS's Publications and Notices page.

You will need the Adobe Reader which you can download free of charge.

State Tax Forms


AICPA State Links

How long should you keep your records?

  • Business documents to keep for one year

    • Correspondence with Customers and Vendors
    • Duplicate Deposit Slips
    • Purchase Orders (other than Purchasing Department copy)
    • Receiving Sheets
    • Requisitions
  • Business documents to keep for three years

    • Bank Statements and Reconciliation's
    • Employee Personnel Records (after termination)
    • Employment Applications
    • Expired Insurance Policies
    • General Correspondence
    • Internal Audit Reports
    • Internal Reports
    • Petty Cash Vouchers
    • Physical Inventory Tags
    • Savings Bond Registration Records of Employees
    • Time Cards For Hourly Employees
  • Business documents to keep for six years

    • Accident Reports, Claims
    • Accounts Payable Ledgers, Schedules and Purchase Orders
    • Accounts Receivable Ledgers, Schedules and Sales Records
    • Cancelled Checks
    • Employment Tax Records
    • Expense Analysis and Expense Distribution Schedules
    • Expired Contracts, Leases
    • Inventories of Products, Materials, Supplies
    • Invoices to Customers
    • Notes Receivable Ledgers, Schedules
    • Payroll Records and Summaries, including payment to pensioners
    • Subsidiary Ledgers
    • Travel and Entertainment Records
    • Vouchers for Payments to Vendors, Employees, etc.
    • Voucher Register, Schedules
  • Business documents to keep indefinitely (part 1)

    • Insurance Records, Current Accident Reports, Claims, Policies
    • Investment Trade Confirmations
    • IRS Revenue Agents' Reports
    • Journals
    • Legal Records, Correspondence and Other Important Matters
    • Minutes Books of Directors and Stockholders
    • Mortgages, Bills of Sale
    • Property Appraisals by Outside Appraisers
    • Property Records
    • Retirement and Pension Records
    • Tax Returns and Worksheets
    • Trademark and Patent Registrations
    • Continued (see part 2)...
  • Business documents to keep indefinitely (part 2)

    • Insurance Records, Current Accident Reports, Claims, Policies
    • Investment Trade Confirmations
    • IRS Revenue Agents' Reports
    • Journals
    • Legal Records, Correspondence and Other Important Matters
    • Minutes Books of Directors and Stockholders
    • Mortgages, Bills of Sale
    • Property Appraisals by Outside Appraisers
    • Property Records
    • Retirement and Pension Records
    • Tax Returns and Worksheets
    • Trademark and Patent Registrations
  • Personal documents to keep for three years

    • Credit Card Statements
    • Medical Bills (in case of insurance disputes)
    • Utility Records
    • Expired Insurance Policies
  • Personal documents to keep for six years

    • Supporting Documents For Tax Returns
    • Accident Reports and Claims
    • Medical Bills (if tax-related)
    • Property Records / Improvement Receipts
    • Sales Receipts
    • Wage Garnishments
    • Other Tax-Related Bills
  • Personal documents to keep indefinitely

    • CPA Audit Reports
    • Legal Records
    • Important Correspondence
    • Income Tax Returns
    • Income Tax Payment Checks
    • Investment Trade Confirmations
    • Retirement and Pension Records
  • Special circumstances

    • Car Records (keep until the car is sold)
    • Credit Card Receipts (keep until verified on your statement)
    • Insurance Policies (keep for the life of the policy)
    • Mortgages / Deeds / Leases (keep 6 years beyond the agreement)
    • Pay Stubs (keep until reconciled with your W-2)
    • Property Records / improvement receipts (keep until property sold)
    • Sales Receipts (keep for life of the warranty)
    • Stock and Bond Records (keep for 6 years beyond selling)
    • Warranties and Instructions (keep for the life of the product)
    • Other Bills (keep until payment is verified on the next bill)

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