Harmoney Advantage Partner Network

The Captio TaxCase Organizer from Harmoney

 

Harmoney has partnered with Captio to bring you this all-in-one TaxCase. It's the ideal way to easily organize and manage your tax information and paperwork all in one location - all year long. Whether you do your own taxes or rely on a tax preparation professional, you'll have everything you need in one handy location so there's no stress at tax time!

 

The TaxCase features:

  • A comprehensive roadmap of the filing process that tells you what records to keep and for how long, which forms to use, and how to file.
  • Worksheets and forms to track income and expenses.
  • Checklists, tips, and web resources.
  • An easy filing system complete with tabbed folders, pre-printed labels, and a built-in file box.
  • A sleek translucent poly case to store all your tax information all year long.

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Securities and financial planning information provided on this site are offered through Centaurus Financial, A Registered Investment Advisor, Member FINRA/SIPC, California License Number 0798204.

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