Great! We are looking forward to meeting you.

CONGRATULATIONS, you have all your tax documents together, but there is one more step you need to take. You must complete the 2021 tax questionnaire to gives us at Design Life’s Journey permission to review your tax information and prepare your return. It also asks important questions the IRS requires to file your return. 

You have three options for completing the questionnaire. Select your preference below.

Complete the questionnaire online

and bring your documents to the meeting.

(Requires only a ½ hours drop off review)

and bring it completed to your meeting with your other tax documents.

(Requires only a ½ hours drop off review)

Complete the questionnaire at the meeting.

(Requires a 1-hour drop-off review.)

There are no warranties implied.

Design Life’s Journey, LLC’s website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

This web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Design Life’s Journey, LLC’s web site on the Internet is not to be construed as a solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet.

Any subsequent, direct communication by Design Life’s Journey, LLC to a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Design Life’s Journey, LLC, please contact the state securities regulators for those states in which Design Life’s Journey, LLC maintains a registration filing.

A copy of Design Life’s Journey, LLC’s current written disclosure statement discussing Design Life’s Journey, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – or from Design Life’s Journey, LLC upon written request. Design Life’s Journey, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Design Life’s Journey, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Design Life’s Journey, LLC is a registered investment adviser located in Appleton WI and Dawsonville, GA. Design Life’s Journey, LLC may only transact securities business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Tax advice is provided by qualified tax professionals as a seaprate service. Comprehensive service packages include financial advisory services, tax preparation, and/or business cash flow and consulting services. Not all services are applicable or suitable for all individuals or business owners.

Insurance products and services are offered and sold through our partnership with RIA Insurance Solution and American Global Wealth Management, who is a member of FINRA, SIPC, MSRB registered and is a registered investment advisor.

We are in the process of rebranding. More changes to come after tax season.