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Morris Financial Concepts, Inc. Form ADV Part 2B Individual Disclosure Brochure for Kyra H. Morris, CFP, EA CEO Effective: April 29th 2015 This Brochure Supplement provides information about the background
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Morris CFP EA stands for Certified Financial Planner (CFP) and Enrolled Agent (EA) at Morris Financial Services.
Individuals who hold the Certified Financial Planner (CFP) and Enrolled Agent (EA) designations are required to file Morris CFP EA.
To fill out Morris CFP EA, individuals need to provide detailed financial information, tax documents, and complete the required forms accurately.
The purpose of Morris CFP EA is to ensure that individuals with CFP and EA designations comply with tax regulations and report their financial activities accurately.
Information such as income, expenses, assets, liabilities, investments, and tax deductions must be reported on Morris CFP EA.
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