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 Menu
Jack A Heil CPA CFF PFS Logo
  • About
  • Services
    • Individual Income Tax Strategy
    • Personal Financial Planning
    • Investment Management
    • Solo Business Owner Advisory
    • Economic Damages Valuation Analysis
  • Newsletter
    • Latest Newsletter
    • Newsletter Archives
    • Subscribe
  • Resources
    • Record Retention Guide
    • IRS Publications
    • IRS Forms
    • Tax Appointment Checklist
    • Tax Rates
    • Tax Due Dates
    • Tax Glossary
    • Taxpayer Rights
    • Subscribe to Tax Calendar
    • IRS Withholding Calculator
    • Where is My Refund?
  • Contact
    • Contact
    • Request Appointment
  • Secure Transfer

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Tax Appointment Checklist

 

 

 

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5419 Stallworth Drive
Charlotte, NC 28226

Series 7 & 66, NC Life Health & Long-Term Care Insurance Licenses

Check the background of your Financial Professional through FINRA’s Brokercheck

     

jack@jackaheilcpa.com

NC CPA License # 16177
KY CPA License # 2649

Securities offered through Lombard Securities Incorporated, Member FINRA | MSRB | SIPC. Investment Advisory Services offered through Lombard Advisers Incorporated, a registered Investment Advisor. 1820 Lancaster Street, Baltimore, MD 21231 Phone (410) 342-1300

Investing involves risks, including possible loss of principal. Please consider the investment objectives, risks, charges and expenses of any security carefully before investing.

 

 

 

 

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Office: (704) 451-3921

Fax: (704) 919-5300
 

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