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 and tax documents to your tax preparer. No need to worry about faxing, scanning or encrypting those important documents. We’ll do it all for you, including alerting your tax expert if you receive updated or corrected documents.

Just give us a call and we’ll get to work! There’s no extra charge; we’re just happy to do what we can to take some of the hassle out of preparing your taxes.

About Mari Adam

Mari Adam, Certified Financial Planner™ has been helping individuals and families chart their financial futures for over twenty-five years. Have a question about your financial situation? Ask Mari!

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