Tax Preparation

Who Prepares YOUR Tax Returns?

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

At Creating & Managing Wealth, our advisors specialize in educator tax preparation and are knowledgeable on the various tax deductions and credits that are available. They work closely with PC1040 Tax Services 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 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 recommend that you contact Pam Coller, EA to help you with your annual tax return. Pam is a licensed tax preparer with over 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 or refer to the Individual Tax Organizer (under links) for more information.

To see how careful and thoughtful tax planning can decrease the amount you owe the IRS each year, please call a Creating & Managing Wealth representative.

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


Tax Preparation

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Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisors.  Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.finra.org, www.sipc.org, www.lincolninvestment.com Creating and Managing Wealth, LLC and the above companies are independent, and non-affiliated.

This site has been prepared solely for information purposes and is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside the United States. Lincoln Investment and Capital Analysts are registered as investment advisors with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment and Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements.

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