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RESOURCE GUIDES

ORBA will gladly provide you with hard copies of the useful guides listed below. Select which guides you would like to receive and submit the form below.



Tax Pocket Guide

This handy reference tool includes current income tax brackets, estate and gift tax rates, standard mileage rates, and more.

 

Tax Planning Guide

This booklet provides detailed explanations to help individual taxpayers, investors, business owners and professionals with tax planning throughout the year.

 

Records Retention Schedule

This guide informs of how long to hold on to important business and healthcare documents.

 

Auto, Travel & Business Log

This booklet allows individuals to keep track of all business expenses in one central place.