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Simplifying taxes and investments

Simplifying taxes and investments

Whether you’re a first-time investor, reimagining your retirement, or facing a complicated tax situation, you need an advisor that understands the big financial picture. We integrate tax and investment solutions to provide meaningful guidance and actionable insights.

Tax Season Instructions

STEP

1

Provide tax documents

Upload electronic files to the SmartVault portal or mail copies of your forms to the office. This must be done by March 25th to ensure timely filing.

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STEP

2

Schedule review appointment

Self-schedule a Zoom meeting or phone call to review your tax return upon completion. We'll also use this time to identify tax-saving opportunities for the coming year.

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STEP

3

Sign and file the return

DocuSign your tax return using the emailed link. The invoice for our services will be sent in a second email. Pay tax balances due by April 15th to avoid penalties.

Where's my refund?

How can we help?

We’d love to learn more about you and your financial goals. 

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