Thank you for taking the time to complete my Tax Preparation Organizer form. It will assist me in gaining important insight into your finances. With that insight, I will be able to make recommendations that are in your best interest. Please note that Auxilio Essentials and Stoneford Advisors will never share data unless expressly given.
When you are ready to start, click the Start button below.
Kind Regards,
Casey Hayden
Interim Director of Tax
Auxilio Essentials
Contact: info@stoneford.com or info@auxilioessentials.com
Tax services run through Auxford LLC, dba Auxilio Tax.
Investment advisory services offered through Mutual Advisors, LLC DBA Stoneford Advisors, an SEC registered investment adviser. Stoneford Advisors, nor any of its members, are tax accountants or legal attorneys, and do not provide tax or legal advice. For tax or legal advice, you should consult your tax or legal professional. Insurance, Tax, Estate, Business Services offered through Stoneford Creative, LLC. No client is required to use Stoneford Creative, LLC. Stoneford Creative, LLC is not affiliated with Mutual Advisors, LLC.
