Our tax organizer will help you organize your tax information and make sure you don't miss any important deductions.
Please complete the following steps to take advantage of this tax organizer.
1. Click on the "View Tax Organizer" button below to bring up the organizer in a new window.
2. Print the organizer by clicking on the printer icon on the top of the screen.
3. Fill out all the information you can.
4. Scan the form and send through SecureSend Portal. You can also fax or mail.
5. We will review your PDF Tax Organizer and contact you for followup.
You will need Adobe Acrobat reader to view and print the form. If you do not have Acrobat Reader, click on Windows(R) or Macintosh(R) to download it.
Financial Advisory Solutions, Inc.
2100 Constitution Boulevard, Suite 147
Sarasota, FL 34231 Phone: (941)929-0229 info@financialadvisorysolutions.com
We are currently required to limit access to FL and PA residents.
If you are not a resident from one of these states, we can obtain licensing in your state.
Securities Offered Through G.A. Repple & Company
A Registered Broker/Dealer & Investment Advisor
Member FINRA & SIPC 101 Normandy Road,Casselberry, Florida 32707 (407) 339-9090
