Personal Finance & Tax

Wells Fargo & Co, Berkeley c1885
Wells Fargo & Co, Berkeley c1885

South and West branches provide free Tax Assistance.  More information on local tax support is in our Community Resources database.

Central library provides state and federal tax forms during tax season.

Can't decide if you should file a 1040 or 1040-A?  Want to know if your retirement fund is safe? 

Whether you are a novice investor or a stock market expert, we have many resources to help with your Personal Finance and Tax questions.

In addition to a large collection of books, we provide free online access to Morningstar Investment Center and Tax and Investment ebooks from NOLO available anytime, anywhere with your Berkeley Public Library card.

Financial Smarts

Tax Topics

Morningstar

This online investment database provides information on more than 30,000 stocks, mutual funds, and exchange-traded funds. It also provides independent analysis, industry information, stock charts, portfolio building tools and more.

Limited to one user at a time.

ReferenceUSA

InfoGroup’s ReferenceUSA provides basic information on more than 24 million businesses and more than 262 million consumers in the US and Canada.

ReferenceUSA provides quality information to help you:

  • Search for jobs, location, and industry
  • Find new business opportunities
  • Research executives & companies worldwide
  • Track down addresses and phone numbers
  • Locate out-of-town companies
  • Profile a neighborhood, city or state

This video will show you more!

Seal of California

California income tax forms and instructions are available here in ready-to-print, fill-out-and-print, and electronic filing options.

letters FTA with a spiraling circle and arrow pointing right

Find and download tax forms for any state from this site. Please Note: Because of form types and restrictions, this site is not available from catalog only machines.

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Access free legal information including:

Accident Claims

Bankruptcy

Buying a House

Divorce

Getting a Green Card

Human Resources

Living Trusts

Patents

Personal Injury

Rental Agreements

Selling a House

Wills

Includes access to many full-text Nolo books!

Also, download and print free Federal and State legal forms.