We have provided several useful tax forms and publications you can download
Tax Organizer
The Tax Organizer is a simple form that is easy to fill out and will give us all of the necessary information we need about you to do your taxes.
Paul T. Lysan, CPA, CFA
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Securities offered through Investors Capital Corporation. Member
FINRA/ SIPC.
Advisory Services offered through Investors Capital Advisory.
Both entities located at 230 Broadway, Lynnfield, MA 01940.
Tel: (800) 949-1422 | Fax: (781) 593-9464
visit FINRA here: www.FINRA.org | visit SIPC here: www.SIPC.com
Advisory Services offered through Investors Capital Advisory.
Both entities located at 230 Broadway, Lynnfield, MA 01940.
Tel: (800) 949-1422 | Fax: (781) 593-9464
visit FINRA here: www.FINRA.org | visit SIPC here: www.SIPC.com