Tax EZ - fully updated for 2008, exclusively from Surgent McCoy!


Each busy season, tax professionals deal with hundreds of numerical tax changes. Now, in one all-inclusive six-panel desk reference, you can have the latest key changes at your fingertips!

Tax EZ is printed on durable glossy paper stock with an aqueous finish to prevent smudging, and comes in a convenient 8 ½ X 11 folded size to fit easily in any file or drawer.

With other products, you have to wait until November or December to get this information. Why wait? Order now from Surgent McCoy, and use your Tax EZ through April 2009!

Key charts and tables include:

Individual maximum limits and phaseouts, such as:

    • Personal exemptions
    • Itemized deductions
    • AMT exemptions
    • Education credits
    • Child tax credit
    • Adoption credit
    • Dependent care credit
    • Earned income credit
    • AMT adjustments
    • Kiddie tax

Pension and IRA limits and phaseouts, such as:

    • Roth IRA
    • Deductible IRA
    • Spousal IRA
    • Nondeductible IRA
    • Roth conversions
    • 401(k), 403(b), 457 limits
    • Simple plan
    • Key employee
    • Highly compensated employee
    • Catch-up limits

Quick depreciation rate tables, such as:

    • Residential and non-residential real estate tables
    • EXPANDED! MACRS depreciation tables for 3-, 5-, 7-, 10-, 15-, and 20-year property
    • NEW! §179 expense limits
    • Auto depreciation limits
    • MACRS recovery periods
    • Auto standard mileage rates
    • …and much more!

Filing requirements, such as:

    • Individual and business fast tax tables
    • Where to file returns for 2008 (1040, 1120, 1120S, and 1065)
    • Estate and gift tax limits
    • …and much more!

Miscellaneous key numbers and tables, such as:

    • Social Security
    • Long-term care insurance
    • HSA limits
    • Group term life insurance
    • Medicare premiums
    • Charitable contributions
    • Per diem allowance
    • Qualified transportation benefit
    • …and much more!

Get the most comprehensive information for the lowest price! Save time and money – get one for each of your staff! Plus, shipping is FREE!

3*-10 copies -- $7.95 each
 11-25 copies -- $6.95 each
26-50 copies -- $5.95 each
51+ copies – call for pricing

Marketing Opportunities to CPAs

Start growing your business today.  Tax EZ will keep your company’s information at your client’s fingertips everyday!  Tax EZ is a creative way for you to reach your clients and build your business. Just insert your business card into the two pre-cut slits and clients will see your name every time they pick up their Tax EZ.  Because this is such a valuable tool to financial people, your clients will really appreciate this essential information to make their work load easier.  And helping your clients will give you the edge over your competitors!

Call Rochelle at 1-800-778-7436, ext. 9614 or email foxr@cpenow.com for more information.

Order Tax EZ today! Click the button below, or
call Surgent McCoy at (800) 778-7436 and ask for Rochelle.

*minimum order: 3 copies

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Surgent McCoy CPE, LLC
237 Lancaster Ave
Devon, PA 19333
(610) 688-4477
(610) 688-3977 (FAX)
surgent@surgent.com