2025 Tax Summary

Tina Sun, CFA, EA

January 21, 2025

2025 Tax Summary

Contact

Office: 201-500-6322

1 Evertrust Plaza

Suite 305

Jersey City, NJ 07302

info@taurus-fin.com

LPL Financial Form CRS

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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.

ABOUT US
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LPL FINANCIAL FORM CRS

CONTACT

Office: (201) 500-6322

Email: info@taurus-fin.com

New Jersey Office: 1 Evertrust Plz Suite 305, Jersey City, NJ 07302

California Office: 340 E Middlefield Rd, Mountain View, CA 94043

Securities offered through LPL Financial, Member FINRA & SIPC. Advisory services offered through Taurus Financial LLC a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states.

Security states: AL, AZ, CA, CT, DE, FL, GA, IL, IN, MA, MD, MI, MN, MO, NC, NJ, NV, NY, OH, OR, PA, RI, TX, VA, WA, WI

Insurance states: AL, CA, FL, IL, IN, MA, MD, MN, MO, NC, NJ, NY, OR, PA, TX, WA

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

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

LPL Financial and LPL representatives do not provide tax or legal advice.

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.