9295 E. Stockton Blvd Ste 20

Elk Grove, CA 95624

888-770-3077

Total Tax & Financial Planning

Your Custom Text Here

Start Here

Homeowner Tax Deduction List

Discover eligible deductions for homeowners.

Forms and Worksheets

Download and access essential tax documents.

Profession Deductions and Logs

Explore deductions specific to your profession.

Tools

Access calculators and other helpful resources.

Secure Document Portal Area

Please login below to securely upload your documents.

All File Types Allowed
Confidentiality: All uploads are encrypted and confidential.

By clicking the link, you agree to our privacy policy and terms of service.

Check Your Refund Status

Check the background of your financial professional on FINRA's BrokerCheck.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Avantax affiliated financial professionals 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, Placing business through Avantax Insurance AgencySM and Avantax Insurance ServicesSM, CA #OFO3148

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 tax or legal advice. Please consult legal or tax professionals 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.

Tido Financial, Inc. is not a registered broker/dealer or independent investment advisory firm.