Taxes

Federal and state tax resources, IRS tools, and CPA links your C2 team references most.

Tax News & Updates

Tax-related updates from your C2 team. Check here for the latest on tax law changes, deadlines, and planning alerts.

Michigan Flat Tax Rate Adjusted for the Second Half of 2026

Tax
·
Jul 15, 2026

The Michigan Department of Treasury has confirmed a revised individual income tax rate effective July 1, 2026. Clients with Michigan source income should confirm their withholding elections are current. Please reach out to your C2 CPA with any questions about how this change affects your projected liability.

Beneficiary Review: Why an Annual Check-In Matters More Than You Think

Estate Planning
·
Jul 15, 2026

Life changes and your beneficiary designations need to reflect that. Outdated beneficiary designations on retirement accounts and insurance policies can override your will entirely. Your C2 team recommends reviewing designations annually. This update outlines what to look for and how to flag changes for your advisor.

PA Local Earned Income Tax June 15 Deadline Approaching

Tax
·
Jul 15, 2026

Pennsylvania local earned income tax filings are due June 15 for many municipalities. Local EIT obligations are separate from state income tax filings. Confirm your local obligations with your C2 CPA before the deadline to avoid penalties.

Tax Tools & Trackers

The IRS tools, trackers, and state resources your C2 CPA team references most. Use these to check balances, track refunds, and access your accounts directly.

Missouri Department of Revenue

Missouri individual income tax filing, payments, and account access.

Pennsylvania Department of Revenue

Pennsylvania personal income tax information, filing resources, and account access.

Medical Expense Log

Track out-of-pocket medical expenses for potential Schedule A deductions. Submit to your C2 CPA team for review.

Charitable Donations Log

Record cash and non-cash charitable contributions for tax deduction purposes. Keep receipts and submit with your CPA documents.
STATE DIRECTORY
Tax & private wealth
Each state panel includes a direct link to the state's Department of Revenue or tax authority, as well as Social Security and Federal Reserve resources relevant to residents of that state. Michigan clients will also find links to the Michigan Treasury eServices portal, the Michigan Refund Tracker, and the Michigan Solutions Tracker for common tax issues.