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Whitman Financial Services, LLC - Wakefield, MA


My 1040Data Toolkit

For access to CCH My 1040Data Toolkit, our Internet strategy to your tax preparation needs, please click here.

For questions regarding tax preparation – or to reset the lock-out to your My 1040Data Toolkit, please call me at 781-246-0902.

Tax services are provided by WHITMAN FINANCIAL SERVICES, LLC and are not affiliated with or endorsed by LPL FINANCIAL.


Dallas W. Coffman is associated with WHITMAN FINANCIAL SERVICES, LLC and is a registered representative with, and offers securities and advisory services through LPL Financial, Member FINRA/SIPC, a registered investment advisor.  WHITMAN FINANCIAL SERVICES, LLC is a separate legal entity and is not affiliated with LPL Financial.  LPL Financial does not offer tax advice, or tax/accounting related services.