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Choose the Right Plan For You

Easy Plan Add-Ons

​Delivered by Quick Guide Wealth

CUSTOM FINANCIAL PLAN

Delivered by Quick Guide Wealth

ONGOING
PORTFOLIO
& WEALTH MANAGEMENT

​Delivered by Quick Guide Wealth

ESTATE PLANNING TOOLS

​Delivered by Quick Guide Wealth

Small BUsiness
Incubator

Start your LLC, S Corporation or C Corporation with ease using our comprehensive start-up service

IRS TAX Debt
rapid Relief

Expert tax debt resolution and prior year tax filings

Expert Payroll

Allow us to handle all of your payroll needs

Expert Accounting

We'll handle your bookkeeping so you don't have to

tax consultations

Meet with an Authorized IRS Tax Practitioner to discuss any of your tax needs

IRS/State COMMUNICATION MANAGEMENT

Need us to represent you with the IRS or a state taxing authority? We are here to help

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© Quick Guide Tax, LLC

Disclosures:

Investment advisory services offered through Avantax Advisory ServicesSM. Quick Guide Wealth and Avantax are not affiliated. Tax services that are provided by Quick Guide Tax, LLC are separate and apart from Avantax.

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Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state.

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www.finra.org www.sipc.org

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*Please do not upload any financial services documents to this portal

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