Medallion Financial Resources
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Complete Form W-4 so that your employer can withhold the correct federal income tax from your pay.
Get or renew an individual taxpayer identification number (ITIN) for federal tax purposes if you are not eligible for a social security number.
Employers who withhold income taxes, social security tax, or Medicare tax from employee's paychecks or who must pay the employer's portion of social security or Medicare tax.
Use this form to order a transcript or other return information free of charge, or designate a third party to receive the information.
Use this form to request a monthly installment plan if you cannot pay the full amount you owe shown on your tax return (or on a notice we sent you).
Use this form to apply for an employer identification number (EIN).
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1-941-486-0305Securities Offered through AAG Capital, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Accurate Wealth Management, LLC an SEC registered investment adviser. Registration does not imply any level of skill or training. Insurance products and services are offered through Accurate Advisory Group and sold through individually licensed and appointed agents in all appropriate jurisdictions.
Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies.
Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.
Testimonials are from Accurate Advisory Group, Accurate Wealth Management and AAG Capital, Inc. customers and were not compensated.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.
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