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Filling Out Tax Form

Tax & Accounting Tools

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PAY MY TAXES
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New Clients

New  Client Form -
Personal Taxes

Personal Tax Meeting Checklist

New  Client Form -
Business Taxes

Business Tax Meeting Checklist

Excel Tools

Personal Budget Planner

Small Business Planner

See Upcoming Tax Deadlines

How We Provide Value to Your Taxes

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Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Taxrelated services offered through Karen Freeman, CPA LLC., a separate legal entity, not affiliated with LPL Financial. LPLFinancial does not offer tax advice or tax related services.The information contained in this e-mail message is being transmitted to and is intended for the use of only theindividual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advisedthat any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message inerror, please immediately delete.

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