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Page 2 ORGANIZER 2013 1040 US Tax Organizer Karsten Advisors Tax Return Appointment 550 Bailey Ave Suite 150 Fort Worth, TX 76107 Telephone number: (817) 295-7400 (817) 295-7488 Fax number: tax karstenadvisors.com
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Start by gathering all the necessary financial documents such as bank statements, investment portfolios, tax returns, and any other relevant documents.
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Karsten Advisors is a financial advisory firm that provides investment advice to clients.
Investment advisors registered with the SEC are required to file Karsten Advisors form.
Karsten Advisors form can be filled out online through the SEC's Electronic Data Gathering, Analysis, and Retrieval system.
The purpose of Karsten Advisors form is to provide information about an investment advisor's business practices and potential conflicts of interest.
Information such as assets under management, fees charged, and services offered must be reported on Karsten Advisors form.
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