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Resources

PLANNING GUIDE

2025-2026 Planning Guide 

BLANK ORGANIZER

2025 Blank Organizer

CONSENT TO DISCLOSE

Consent to Release Tax Returns for Individuals

Consent to Release Tax Returns for Businesses

LINKS

IRS Where’s My Refund

MI Where’s My Refund

Michigan 529 Plan

4665 Broadmoor Ave SE, Suite 210

Grand Rapids, MI 49512

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Phone: (616) 698-2000

Fax: (616) 698-0756

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