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  • Contact
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    • Wealth Management
    • Industry Expertise
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  • (616) 698-2000

Resources

QUICK TAX FACTS

Key Federal Tax Facts - 2020

PLANNING GUIDE

2019/2020 Tax Planning Guide

BLANK ORGANIZER

2018 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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