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Resource Center


We have compiled this resource center to provide you with tools and resources to complement our tax services. Here you can track your tax refund, make use of various handy calculators, or stay current on the latest tax issues affecting individuals and business professionals.


Track Your Refund


Track your federal refund: http://tinyurl.com/yvdxbg


Download Tax Forms and Publications


View and download forms or publications offered by the IRS: http://www.irs.gov/formspubs/


Financial Records Retention Guides


We have compiled a list of the most common tax and financial records that a business or an individual may need to keep and guidelines for how long the records should be retained.


Business Retention Guide (pdf)

Individual Retention Guide (pdf)


Tax Organizer


Download our easy-to-use tax organizer (pdf)


Tax Calculators


What are the tax savings generated by my mortgage? http://tinyurl.com/pgjxeuk

What are the tax advantages of an annuity? http://tinyurl.com/q38x7ks

How do taxes and inflation impact my return? http://tinyurl.com/oqeodxn

Should I exercise my "in-the-money" stock options? http://tinyurl.com/pablr3r

Income generated by a savings plan: http://tinyurl.com/6pgppeb


How much will I need to save for retirement? http://tinyurl.com/6r9p3vd

What is my current cash flow? http://tinyurl.com/ollu2wq

What may my 401(k) be worth? http://tinyurl.com/ohowz36

How much can I contribute to my IRA? http://tinyurl.com/pnflx8w

Social Security retirement income estimator: http://tinyurl.com/6qpw2he


What would my loan payments be? http://tinyurl.com/7vobz5a

What is my current cash flow? http://tinyurl.com/opcaelz

How long until my loan is paid off? http://tinyurl.com/nd5msje

How much vehicle can I afford? http://tinyurl.com/okkcagm

Adjustable rate mortgage calculator: http://tinyurl.com/pzsb28x


How much am I spending? http://tinyurl.com/oq3krrt

How much do I need for emergencies? http://tinyurl.com/njnsumb

How much should I save to reach my goal? http://tinyurl.com/oyh97bn

How long will it take to double my money? http://tinyurl.com/p8ssz6b

Calculate rate of return: http://tinyurl.com/q4zrcbq


Tax Advice Disclaimer


In accordance with IRS Circular 230, any tax advice included in this site, including attachments, is not intended or written to be used, and cannot be used by you or any other person or entity, for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax law provisions, nor may any such advice be used to promote, market or recommend to another party any transaction or matter addressed within this communication. If you would like such advice, please contact us.Send us an e-mail or call us today at 469-718-5497 to discuss your business needs with an experienced Dallas Financial Advisory and Business Solutions Consulting Firm.


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BSW & Associates

5057 Keller Springs Road, Suite 300 Addison, Texas 75001

P (469) 718-5497


1200 Smith Street, Suite 1600

Houston, Texas 77002

P (713) 496-0551

BSW & Associates is not a licensed CPA firm in any jurisdiction

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BSW & Associates is a Dallas Financial Advisory and Business Solutions Consulting Firm that provides a wide variety of accounting, tax and financial management services.