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Tax Preparation Checklist

Want to organize all of your tax documents? We have you covered.


It's that time of year. As your tax forms start to come in, keep this checklist with your physical or electronic folder as you get ready to file your return.




 

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Oak Brook, IL 60523

(630) 645‒3828

All investments and strategies have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.

FMI Financial, Ltd. is an Investment Adviser registered in Illinois and Texas and able to offer advisory services there and in other states by exemption.

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