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  3. Tax Resources

Tax Resources

 

The blank Tax Organizer below is designed for new clients. If you are an existing client, please contact Blain Moncrief at (512) 282-2301 or bmoncrief@rupertandassociates.com for a personalized Tax Organizer.

  • Tax Organizer
  • 2018 Tax Year Reference Guide

Phone: (512) 282-2301
Fax: (512) 280-6626

10616 Manchaca Road
Austin, Texas 78748
United States

tstene@rupertandassociates.com

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have an individual license to offer securities in the states of Texas and Ohio. This is not an offer to sell securities in any other state or jurisdiction.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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