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.

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