Tax Information Resources

The following articles may be helpful to you. They offer general information meant to alert you to various aspects of the subject matter. Please note that although the articles are updated regularly, they may not reflect the most recent regulations. Oregon and Federal tax laws can change at any time, and these changes could impact your tax situation. Please contact us for clarification or questions. Individual tax counsel is recommended for most individuals and businesses.

• Why Our Tax and Investment Team Work Together (pdf)
• Oregon IDA Tax Credits
• 25 of the Most Overlooked Deductions (pdf)
• Estimated Taxes (pdf)
• Education Planning (pdf)
• Financing College Education - Education Tax Incentives (pdf)
• Financing College Education - ESA & IRA
• Financing College Education - Tax Credits (pdf)
• Kiddie Tax (pdf)
• Independent Contractor (pdf)
• Auto Recordkeeping of Business Use (pdf)
• Autos Buy or Lease (pdf)
• Recordkeeping Information Sheet
• Your Home as Tax Shelter
• Social Security Benefits: How Earning Affect Your Benefits
• Tax Planning Do's and Don'ts

These articles require Acobe Acrobat Reader, which you can download for free.

Please note that changes in tax laws can occur at any time and could have a substantial impact on each person’s situation.  You should discuss any tax or legal matters with the appropriate professional.

Tax Preparation and Accounting services are provided by Carter & Carter Financial, not as a service of Raymond James Financial Services, Inc.

Securities and Investment Advisory Services offered through Raymond James Financial Services, Inc, Member FINRA/SIPC.

IRS CIRCULAR 230 DISCLOSURE REQUIREMENT: IRS Circular 230 requires us to notify you that any tax advice contained on this website (including attachments) is not intended or written to be used, and cannot be used, by any person for the purpose of avoiding tax penalties that may be imposed by law.