Disclosure
pi Tax Management Inc is an independent business entity established for the purpose of providing tax preparation services. It is a distinct legal entity and separate from pi Wealth Management and LPL Financial. LPL Financial (“LPL”). has no involvement with any tax-related services performed by advisors associated with pi Wealth Management or pi Tax Management regardless of the fact that the advisor operates or conducts both their financial services and tax-related services practices under the same name. LPL does not provide tax advice.
Disclaimer
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