Broker Check

Tax season may have passed for the prior year's filing but preparation is key for making the next year's filing a smooth process. The attached FREE packet has been prepared to assist you in gathering information for your past, current or next year's tax return. If you have filed an extension, this packet can assist you in streamlining documentation so you can file as soon as possible and stop worrying.

Simply, review the entire packet and answer any questions that apply to your situation. If you need assistance preparing your tax forms, have questions regarding your tax strategies or would like additional information on how to set up a new business, please call our office at 317.844.5100 to schedule your tax consult/preparation appointment. 

Click here for your free tax prep packet


Sincerely,

Michael D. Fields, CFP®, EA

CRS Tax Solutions, LLC