2108 South Boulevard Suite 200 Charlotte, NC 28203

info@cannonadvisors.com

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Tax Organizer Forms

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New Client Information
Personal Tax Return Checklist (tax year 2021)
Corporate Tax Checklist
Business Profit/Loss Worksheet
Rental Property Worksheet
Non-Cash Contribution Instructions
Donation Checklist
Medical Expense Worksheet
Military Deduction Worksheet
Police/Fire Off Duty Officer Deduction Worksheet
Mileage Expense Worksheet

Contact

Office: 704.849.2199

Office: 704.820.8393

Fax: 704.765.9030

2108 South Boulevard

Suite 200

Charlotte , NC 28203

info@cannonadvisors.com

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Bryan Cannon is a Registered Representative offering securities and brokerage services through Regulus Financial Group, LLC (Regulus), Member FINRA/SIPC. Cannon Advisors and Cannon Tax and Accounting are independent of Regulus Financial Group. Regulus is not responsible for the accuracy or completeness of the information presented on this site.

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