Broker Check

It's Tax Time!

Income tax time is upon us! The attached FREE packet has been prepared to assist you in gathering information for your 2018 tax return. Review the entire packet and answer any questions that apply.

If you need assistance preparing your tax forms, please call our office to schedule your tax preparation appointment. We will be scheduling these meetings from February 14th through March 29th.

Please bring this packet and supporting documents, including forms W – 2 and 1099 statements, as noted on the checklist on the last page of this packet. Contact our office at (317) 844 - 5100 if you have any questions, would like to book your appointment or need additional information.

 

Click here to download


Sincerely,

Michael D. Fields, CFP®, EA

CRS Tax Solutions, LLC

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