skip navigation

ACCOUNTING, TAX & FINANCIAL SERVICES OF SEDONA

ACCOUNTING SERVICES OF SEDONA, L.L.C. dba Accounting, Tax & Financial Services of Sedona and Sedona Tax & Financial

Contact Us

ACCOUNTING, TAX & FINANCIAL SERVICES OF SEDONA
Castle Rock Plaza, 6486 State Route 179, Suite 107
Sedona, AZ 86351
Phone: 928-284-2057
Fax: Toll Free 844-272-6841
Map and Directions
  • Home
  • About Us
    • Our Mission Statement
    • Our Associates
    • Our Location
    • Our Firm
    • Our Services
    • Our Qualifications
    • Enrolled Agent
    • Our Calendar
    • TAX ORGANIZER
    • Client Forms
    • ***NEW CLIENT PORTAL LOGIN***
    • https://app.securedrawer.com/
    • HELP WITH OBTAINING HEALTH INSURANCE
    • Featured Links
    • Tell A Friend
  • Resources
    • Articles
    • Flipbooks
    • Newsletters
    • Glossary
    • Tax Library
    • Videos
  • Request A Quote
    • Annuity
    • Long-Term Care Insurance
    • Group Health
    • Life Insurance
    • Individual Health
    • Disability Income Insurance
    • 401(k) Information Request
    • Information Request
  • Contact Us
  • FAMILY
  • RECREATION
  • PROSPERITY
  • FUTURE

TAX ORGANIZER

 

 

 

2016 Tax Organizer Word format

2016 Tax Organizer PDF format

2015 Tax Organizer Word format

2015 Tax Organizer PDF format

2014 Tax Organizer Word format

2014 Tax Organizeer PDF format

2013 Tax Organizer Word format

2013 Tax Organizer PDF format

2012 Tax Organizer Word format

2012 Tax Organizer PDF format

2011 Tax Organizer Word format

2011 Tax Organizer PDF format

 

About Us

  • Our Mission Statement
  • Our Associates
  • Our Location
  • Our Firm
  • Our Services
  • Our Qualifications
  • Enrolled Agent
  • Our Calendar
  • TAX ORGANIZER
  • Client Forms
  • ***NEW CLIENT PORTAL LOGIN***
  • https://app.securedrawer.com/
  • HELP WITH OBTAINING HEALTH INSURANCE
  • Featured Links
  • Tell A Friend

Learning Center

  • Articles

    Educate yourself on a variety of financial topics.

  • Newsletters

    Timely Newsletters to help you stay current.

  • Videos

    A dynamic library of videos.

  • Flipbooks

    These magazine-style flipbooks provide helpful information.

  • Glossary

    Financial terms from A to Z.

  • Tax Library

    Manage your taxes and prepare for the upcoming tax season.

Contact Us

ACCOUNTING, TAX & FINANCIAL SERVICES OF SEDONA
Castle Rock Plaza, 6486 State Route 179, Suite 107
Sedona, AZ 86351
Phone: 928-284-2057
Fax: Toll Free 844-272-6841
Map and Directions

Investment and insurance products distributed by Cetera Financial Specialists LLC, member FINRA/SIPC and a licensed insurance agency (dba Cetera Financial Specialists and Insurance Services in CA); investment advisory services are offered through Cetera Investment Advisers LLC, an SEC Registered Investment Adviser. Home offices at 200 N. Martingale Rd., Schaumburg, IL 60173; phone 888 528.2987.

Accounting, Tax & Financial Services of Sedona is not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC

Accounting and tax services are offered solely through Accounting, Tax & Financial Services of Sedona which is not affiliated with Cetera Financial Specialists LLC or Cetera Investment Advisers LLC

This is not a solicitation for sale of securities in any jurisdiction.

The registered representative(s) or investment adviser representative(s) referred to on this site may only transact business, effect transactions in securities, or render personalized investment advice for compensation, in compliance with state registration requirements, or an applicable exemption or exclusion.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services

AZ License Insurance # 143314

CO License Insurance # 456524

 

 

Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

Online Privacy Policy · Privacy Promise · Business Continuity · Important Disclosures and Form CRS · Order Routing

  • Site Map