The Tax Questionnaire is designed to help prepare you to file your taxes.*
Don’t be afraid to get started, we used simple yes or no questions, and this will be incredibly helpful to have when you file your return.
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*FinTrust Investment Advisors, LLC and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.
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