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Part 2A of Form ADV: Firm BrochureAlliance Advisory & Securities, Inc. 3390 Auto Mall Drive Westlake Village, California 91362 Telephone: 8053718020 Email: Jeff allianceadvisory.com Web Address: www.allianceadvisory.com
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01
First, gather all the necessary information and documents related to your 2017 financial transactions and income.
02
Fill out your personal information, including your name, address, and social security number, at the top of the form.
03
Next, provide details about your income for the year 2017, including wages, self-employment income, investment income, rental income, and any other sources of income.
04
Enter information about your deductions and credits, such as expenses for education, healthcare, business expenses, and any eligible tax credits.
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Calculate your total taxable income by subtracting your deductions from your total income.
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Determine the amount of tax you owe by referring to the tax tables or using the tax calculation method provided in the instructions.
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Verify that all your information is accurate and complete before signing the form.
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Attach any required supporting documents, such as W-2 forms or 1099 forms, to the completed form.
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Make a copy of the filled-out 2017 draft part 2a for your records and submit the original form to the appropriate tax authority.
Who needs 2017 draft part 2a?
01
Anyone who had financial transactions or income in the year 2017 needs to fill out the 2017 draft part 2a. This includes individuals, businesses, and self-employed individuals who were active during that year.
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