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Island Tax & Accounting Group

9 Cornerstone Sq - Suite 400-312
Westford, MA 01886

Phone:

(631) 271-8000
info@islandtax.com

Fax:

(631) 271-8001

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Newsletters

Check out articles of interest.

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Calculators

You can review interesting calculators on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

Videos

We have interesting videos for you to watch on my site.

View Videos

Welcome to the Island Tax and Accounting Group web site where you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

Please check out the Learning Center.  It is here that you will be able to find answers to everyday questions and articles on current events.  We have Calculators that will help you figure out the amount of a loan or mortgage, required minimum distributions from your retirement plan or IRA, tax calculations, retirement calculations and many more.  We have Articles that discuss hundreds of topics in short and easy to understand format.  Even though we do not sell securities or offer investment advice to our clients, we offer a Market Watch that will help you track and maintain your securities -  check it out!

Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Navigating Medicare Open Enrollment

Reviews annual enrollment dates and options for Medicare participants.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Would You Be Prepared for an Unplanned Early Retirement?

Nearly half of retirees retired earlier than planned; steps to help prepare for unexpected retirement.

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IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Savings Accumulation

Estimate the future value of your current savings.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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