Tax Preparation Support Services​

• Collection and organization of all pertinent tax documentation (1099s, W-2s, K-1s, etc.)
• Ongoing collection and tracking of tax documents throughout the year to ensure nothing is missed
• Coordination and communication with your tax accountant, including timely delivery of all required documentation
• Liaison with your financial advisor to obtain investment-related tax documents
• Review of documents for completeness before submission to your tax professional
• Assistance with estimated tax payments and annual tax payment processing
• Monitoring tax deadlines and helping ensure timely filings and payments
• Simplifying and streamlining the tax preparation process to reduce stress and save time