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Tax Preparation*

Who Prepares YOUR Tax Returns?

YOU?

ONLINE SERVICE?

US!


Is your tax preparer finding all the deductions specific to educators?


Creating & Managing Wealth will find them.
We specialize in educator tax preparation.

Contact Creating & Managing Wealth to schedule a tax consultation today.
(800) 488-0020

Creating & Managing Wealth and PC1040 Tax Services are proud to announce their partnership in providing our clients tax and accounting management services!

If you are mystified by the ever changing tax code and how it impacts you, we would suggest that you get professional tax help to make sure that you are maximizing your tax savings.

Just as you come to Creating and Managing Wealth for help managing your financial future, we would like to recommend that you contact Pam Coller, EA to help you with your annual tax return. Pam is a licensed tax preparer with 15 years experience in all areas of taxation. She and her staff will offer you a complete tax service package.

Please go to her website www.heartoftaxes.com to get further information or call Creating and Managing Wealth at (800) 488-0020 to schedule an appointment.

*Tax preparation services are not offered through nor supervised by Lincoln Investment.



Here are the documents
you need:


Individual Tax Organizer (pdf)

 

  Advisory Services and Securities offered through Lincoln Investment Planning, Inc. Registered Investment Advisor, Broker Dealer Member FINRA/SIPC. Creating & Managing Wealth, LLC. and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own business. 02/10
Supervising Office: 218 Glenside Avenue, Wyncote, PA 19095 (215) 887-8111