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IrvinFounder
Filip's Portfolio
Get free personalized tax adviceEquity decisions can be complicated. Your Equity Tax Advisor is here to walk you through your specific equity grant and help you create a tax strategy that works for you.
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October 26, 2023 session documents
Last year's tax return
Uploaded October 25, 2023
Latest pay statement
Uploaded October 4, 2023
Bank statementReady to upload
ProjectionUploaded by Nicole November 2, 2023
Your session recap
View your post session recap and notes from your tax advisor
October 3, 2023 session documents
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Tax and financial planning provided during a one on one session is based on the facts provided to us and on current tax law including judicial and administrative interpretation. Tax law is subject to continual change, at times on a retroactive basis and may result in incremental taxes, interest or penalties. Should any information and facts provided to us be incorrect or incomplete or should the law or its interpretation change, our advice may be inappropriate. We are not responsible for updating our advice for changes in law or interpretation after the date of our session. Content on this site regarding financial planning, investment, tax, or legal topics should not be relied upon, standing alone or without the guidance of a capable professional, to support personalized decision-making by or affecting individual clients.
© Copyright 2024, Subframe, Inc. All rights reserved.
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