2023 tax year filing has begun! To schedule an appointment with our tax professionals to prepare your taxes, please call our office of use the form below.
If you prefer to just drop off your documents to have your taxes prepared, you can bring those by the office any time.
Whether you are coming in for an appointment or dropping documents off, please review your 2022 return and bring all of the documents that apply to 2023:
• Income Documents (W2, 1099s, interest, dividends, K1s, gambling, etc.)
• Deductions (mortgage, property tax, car tags, medical expenses, charitable contributions)
• Social Security cards and birthdates for new dependents
• Drivers’ licenses for primary tax payers
880 13th Avenue North
Clinton, Iowa 52732
563-242-9042
5465 Utica Ridge Road
Davenport, Iowa 52807
563-823-0532
9079 East Tamarack Drive
Dubuque, Iowa 52003
800-248-9042
info@nelsoncorp.com
Fax: 563-242-9062
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and NelsonCorp Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of AZ, AR, CA, CO, CT, FL, GA, IA, IL, IN, MA, ME, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OR, SD, TN, TX, UT, VA, and WI. No offers may be made or accepted from any resident outside the specific states referenced. Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.
Cambridge’s Form CRS (Customer Relationship Summary)
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, NelsonCorp Wealth Management makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.