Tax Center
Frequently Asked Questions | Tax Calculators | Tax Articles | Tax Organizer | Tax Checklist | Tax Forms | Tax Publications  

 

Tax Center

 

This section was created to assist you with your taxes. There is a tax organizer, a tax checklist, calculators, and informational articles. There are links to the IRS Web Site that take you directly to publications, tax forms, and frequently asked questions.


 

Tax Calculators

Tax Articles

Tax Organizer

Tax Checklist

Tax Forms

Tax Publications

 
 
     
 
Moretz Wealth Management, LLC

181 North Main Street, Suite 208 | Mooresville, NC 28115
Phone 704-230-2349
Fax 704-662-8355
 
 
This web site is for informational purposes only. Always consult your financial advisor, attorney, or accountant before making any financial decisions. Securities offered through LifeMark Securities Corp., Member FINRA/SIPC. Investment Advisory Services offered through LifeMark Securities Corp., a Registered Investment Advisor. Moretz Wealth Management, LLC is not affiliated with LifeMark Securities Corp.. Investment products provided are not FDIC insured or bank guaranteed and may lose value. This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.
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