Welcome to Cyntax
Welcome to our website, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports. We have included links to specific sites to help you track your income tax refunds, and access IRS forms and publications. We have many of the most common forms listed in our Tax Library for immediate printing. 2020 Information Packet is ready for you to download to help you gather information needed for your tax return.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind tax planning, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance and income tax.
To check the status of your income tax refunds follow the links below:
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Don't Buy The Hype
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
The true cost of raising a child may be far more than you expect.
Learn about the average American budget in this fun and interactive piece.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Would you guess that Millennials are effectively saving for retirement? Well, they are.
There’s an alarming difference between perception and reality for current and future retirees.
The market is as unpredictable as the weather. We’d love to help you prepare.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
It's easy to let investments accumulate like old receipts in a junk drawer.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.