Tax - LifePlan Group

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LifePlan Tax Services

Welcome to LifePlan Group’s new income tax preparation services. Please watch this brief video introduction to our new tax service before filling out the form below.

Watch the Video

If you want to further explore having LifePlan facilitate your tax preparation this year, we have a brief tax snapshot form we need you to submit. This has a few very simple, mostly YES or NO questions, and you will need your 2018 1040 tax return in hand to complete them.

Tax Snapshot

First Name*

Last Name*

Who completed your tax return last year? *

Me Local CPA or Tax Preparer Tax Firm (ie. HR Block)

Are your tax payments and filings up to date (no past due amounts or audits in process)?*

Yes No

FROM YOUR 2018 PERSONAL 1040

When did you file your 2018 return? (Date is by your signature on 1040 – if blank, please estimate)*

On the outside column of your 2018 1040 form do you have entries on any of the following lines: (if you do, we may need to allow more time to assist processing your return)

1040 3b Ordinary Dividends (SchB)*

Yes No

1040 6 Is there income reported on Schedule 1, Line 22? (See if field in middle of row 6 has an entry)*

Yes No

If you answered yes to the previous question, look at your Schedule 1. Please check any of the following that has an entry:

Line 12 Business Income Line 13 Schedule D Line 17 Rental etc Sch E Line 18 Farm Sch F Line 8 Other

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LifePlan Group is a DBA for LifePlan Investment Advisors, INC, a Registered Investment Advisory Firm with the State of North Carolina; and LifePlan Tax And Insurance Group, INC a firm licensed to sell insurance. The owners of both corporations are Ken Sutherland and Alex Sutherland. This website is for information only and is not an offer to sell or invest in securities, or insurance. We offer services only in States in which we are registered or licensed. Investments can, and do, lose money. We do not give legal or tax advice.

Please see our important Disclosures and Terms of Use.