The Klein Serro Financial Group at Stifel Nicolaus

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Tax Publications

Tax Publications

An overwhelming majority (83%) of U.S. adults believe the federal income tax is somewhat or very complex.1

1 Annual Survey of U.S. Attitudes on Tax and Wealth, Tax Foundation, 2007

You can view or print the most popular IRS publications by simply clicking on the appropriate publication number.

Publication Description
1Your Rights as a Tax Payer
3Armed Forces’ Tax Guide
5Your Appeal Rights and How to Prepare a Protest
If You Don’t Agree
17Your Federal Income Tax (for individuals)
225Farmer’s Tax Guide
334Tax Guide for Small Business
(for individuals who use Schedule C or C-EZ)
463Travel, Entertainment, Gift, and Car Expenses
501Exemptions, Standard Deductions, and Filing Information
502Medical Expenses
503Child and Dependent Care Expenses
590Individual Retirement Arrangements (IRAs)
969Health Savings Accounts and Other Tax-Favored Health Plans

About Us

  • Our Firm
  • Our Location
  • Our Team
  • Our Services
  • Our Process
  • Our Calendar
  • Featured Links
  • Retirement Plan Rollovers
  • Qualified Plans Fact Finder
  • Investor Survey
  • Tell A Friend
Contact Us

1225 Franklin Avenue, Suite 150
Garden City, NY 11530

Phone:

(516) 663-5484


Fax:

(516) 746-0530

thekleinserrofinancialgroup @stifel.com
Map and Directions

(1) This web site has been prepared solely for informational purposes. It is not an offer to buy or sell any security; nor is it a solicitation of an offer to buy or sell any security.

(2) Representatives of a broker-dealer or investment advisor may only conduct business in a state if the representatives and the broker-dealer or investment advisor they represent: (a) satisfy the qualification requirements of, and are approved to do business by, the state: (b) are excluded or exempted from the state's licenser requirements.

(3) Products and investment advisory services are offered through Stifel, Nicolaus & Company, Incorporated, Member SIPC/NYSE.

Investing involves risk, including the possible loss of principal invested