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Pre-Appointment Income Tax Preparation Resources - What to Bring

2011 INCOME TAX ORGANIZER BOOKLET

TAX CHECKLIST - WHAT TO BRING!

TAX YEAR 2011 LETTER OF ENGAGEMENT (to be signed and returned with tax documents)

About Us

  • Our Location
  • What we can do for you
  • 9 Wealth Management Issues
  • Income Tax Checklist, 2011 Tax Organizer, Letter of Engagement
  • Health Insurance Information and Quotes
  • View your account
  • Professional Money Management
  • Tell A Friend
Contact Us

2403 Moray Avenue 3B
San Pedro, CA 90732

Phone: 310-514-0240
Fax: 310-514-0226

Vickie@PlanVickie.com
Map and Directions

Vickie Adams, CFP is a registered representative registered to transact business with clients in CA, CO, GA, IN, TX, WA. Vickie Adams, CFP is advisory licensed in the following states CA Insurance License # 0835045, CO, GA, IN, TX, WA. Vickie Adam, CFP is also an insurance agent licensed in California, Indiana, Texas and Washington.   If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or insurance services over the internet. Securities offered through H.D. Vest Investment ServicesSM, Member: SIPC, Advisory Services offered through H.D. Vest Advisory Services SM, 6333 North State Highway 161, Fourth Floor, Irving, TX 75038, 972-870-6000.

Investments & Insurance Products:
Are not insured by the FDIC or any federal government agency
Are not deposits of or guaranteed by the bank or any bank affiliate
May lose Value