skip navigation Menu PRINCIPAL PLANNING, INC. Phillip Q. Shrotman Tax Library We've put together a collection of resources to help you manage your taxes as well as prepare for the upcoming tax season. Simply click on one of the topics below and you'll find a selection of tools and information related to taxes and tax strategies. Federal Tax Forms Access IRS tax forms. Federal Tax Rates Find your tax rate. Federal Tax Publications Access IRS Publications. Tax Glossary Tax terms from A to Z. Federal Tax Calendar View key dates for the upcoming tax season. TaxWise Strategies Educate yourself on tax-advantaged investing. This information is not intended as tax, legal, investment, or retirement advice or recommendations, and it may not be relied on for the purpose of avoiding any federal tax penalties. You are encouraged to seek advice from an independent tax or legal professional. The content is derived from sources believed to be accurate. Neither the information presented nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. This material was written and prepared by Broadridge Advisor Solutions. © 2021 Broadridge Investor Communication Solutions, Inc. Contact Us 194 Marina Drive,, #202 Long Beach, CA 90803 Phone: 562/ 598-3700 Fax: 562/598-7333 “Securities offered through BB Graham & Co. a Registered Broker/Dealer, member FINRA/SIPC. Principal Planning Service Inc. is not affiliated with BB Graham & Co.” Site Map Check the background of this financial professional on FINRA's BrokerCheck