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Tax Services Overview

​Tax Appointment
Checklist​
        ​New Tax Client
Intake Form​
 

 

    ​Tax Organizer
For Individuals​
 
   ​   
​Tax Organizer
For Schedule C​
 
      ​Tax Organizer
For Rental Property​
 

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, MA, MD, MI, MO, MS, NC, NY, OH, PA, SC, TN, TX, UT, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.    Fixed insurance products and services offered through Innovative Financial, Inc.   Tax preparation and payroll services offered by Innovative Financial Tax and Accounting Services are separate and unrelated to Commonwealth Financial Network®.

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Innovative Financial Incorporated 5455 Corporate Drive, Suite #100, Troy, MI 48098 | P248.723.5900