CFG Tax Services

Integrating taxes with investments enables us to look at each client’s overall financial picture. This approach provides our wealth managers with the tax information they need to adequately recommend investment goals and solutions. Therefore, tax returns are always prepared with each client’s investment portfolio in mind; just as each investment portfolio is designed with a client’s tax status in mind. Various strategies are used to help reduce tax liability and take advantage of tax-deferred and potential tax-deductible investment opportunities.

Tax Image If you would like to have your taxes prepared by CFG Tax Services, please contact us at 610.821.7066.

Tax Client Information Form

2011 Tax Checklist

Investors should be aware that investing based upon strategies or models does not assure a profit or guarantee against loss.

1401 N. Cedar Crest Blvd, Suite 107
Allentown, PA 18104
Ph: 610.821.7066 | Fx: 610.821.7073

One Oxford Valley, Suite 150
Langhorne, PA 19047
Ph: 610.821.7066 | Fx: 610.821.7073

Securities & investment advisory services offered through FSC Securities Corporation, Member FINRA/SIPC and registered investment advisor. Crest Financial Group and CFG Tax Services are not affiliated with FSC Securities or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states of CA, CO, DE, FL, GA, IN, LA, MA, MD, MO, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WV. No offers may be made or accepted from any resident outside the specific state(s) referenced.

A Broker/dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

CFG Tax Services

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