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Forms

2023 Payroll Tax Update

2022 Payroll Tax Update

Record Retention Guidelines

Multi-factor Authentication Instructions for Tax Portal

Tax Organizer

Projected Cash Flow Worksheet

Financial Goals Worksheet

Investment Policy Worksheet

Office

239 Lincoln Way E
Chambersburg PA 17201

Hours of Operation

Monday – Friday
8:30am – 5:00pm

Contact Info

P: 717-267-3572
F: 717-267-3345

 

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Avantax affiliated advisors 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.

Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServicesSM. Insurance services offered through an Avantax affiliated insurance agency.

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth ManagementSM does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth ManagementSM or its subsidiaries. Avantax Wealth ManagementSM is not responsible for and does not control, adopt, or endorse any content contained on any third-party website.

The Barrows Sollenberger Group is not affiliated with Avantax Investment ServicesSM

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