Tag Archives | 1099 form
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Clients, Make Tax Time Easier With Our 1099 Service

For many clients, tax time can be a confusing tangle of documents, 1099s, and statements. Just when you think you’re done, you open your mailbox to find even more corrected documents! We understand the frustrations, so let us help make the process a little bit easier for you. With your authorization, we can safely forward all your Schwab investment […]

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What’s Behind The Tidal Wave Of Tax Form Corrections?

You were feeling so relieved. Your taxes were finally done and sent off to the IRS. But that feeling of relief lasted only a short minute, as soon as you returned home and found yet another corrected tax form waiting for you in your mailbox. Is there anything more aggravating? We can assure you that absolutely […]

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