2108 South Boulevard Suite 200 Charlotte, NC 28203

info@cannonadvisors.com

Home
Cannon Advisors
Cannon Tax & Accounting
Videos
Events
Event Photos
Contact

Tax Organizer

Click the links below to download specific forms:

Personal Tax Return Checklist
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

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

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 was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is 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.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2020 FMG Suite.

Cannon Advisors is a registered investment adviser with the states of North Carolina, South Carolina and Louisiana. Cannon Advisors only transacts business in states where it is properly registered, or excluded or exempted from registration. The presence of this web site on the internet shall in no direct or indirect fashion create an implication or be construed as an offer to sell investment advisory services to residents in states in which the firm is not notice filed.

Securities offered through Regulus Financial Group, LLC. Member FINRA/SIPC. Cannon Advisors is independent from Regulus Financial Group, LLC.

Cannon Advisors and Cannon Tax & Accounting are separately owned and operated entities. Client information is not shared between the two entities without prior approval. Cannon Advisors and Cannon Tax & Accounting do not revenue share nor do they compensate each other for client referrals.

Click to view our Privacy Policy