Cormier & Rea announce additional office at 483 Summer St, Ste 2000, Arlington, MA

New Useful Tools

Forms and worksheets to help you gather your tax information

Form W-9

Categories New Useful Tools

This form is used to obtain personal information and taxpayer ID from people you do business with:

Disclosure Authorization Form-Tax Information Release to 3rd parties

Categories New Useful Tools, Tax Tips (Fed)

Per IRS rules, any disclosure of your tax information to a 3rd party needs to be authorized by you in writing.  In order to provide this service to you as quickly as possible I am providing a disclosure authorization form on the web-site for your use.  You will need to completely fill in the form, …

Read more

Vehicle Worksheet

Categories New Useful Tools

The vehicle worksheet must be filled out for each vehicle used for business.  For your 2008 tax return we need the total business miles driven from January through June 30, and the total business miles driven July 1 through December 31. Please complete a separate form for each vehicle used for business:  

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material may have been developed and produced by a third party to provide information on a topic that may be of interest. Any third party content providers are not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd, Suite 100, Dallas, TX 75019 (972) 870-6000.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management® does not provide or supervise tax or accounting services, Avantax representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management® or its subsidiaries. Avantax Wealth Management® is not responsible for and does not control, adopt, or endorse any content contained on any third party website.