Income Tax Checklist to Stay on Track


When it comes to tax time or financial planning, it's always a good idea to plan ahead and start early!

You can download and print the Year-End Checklist if you’d like to have a hard copy.

Let us know if there is anything we can help with along the way!

Please use the link to my online calendar to speak with me about your needs.

Roxanne's Online Calendar

email me: [email protected]

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities offered through Securities America, Inc., member FINRA/SIPC.  Advisory services offered through Securities America Advisors, Inc. Blade Financial Services, LLC and Securities America are separate entities.

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