Tax Forms Available Electronically – Snails Coming Soon

Tax forms are now available electronically through our client portal “Account View” at or by clicking in the clients only section of this site.

Tax Forms

The snails will bring our paper versions, both from our office (the realized gains and losses reconciliation reports) and from our vendor in the next few days.

We would remind everyone, while it is certainly safe to have our taxes completed by our professional or ourself in the next few days, we would highly recommend waiting until early to mid March to file your taxes.

We would not be surprised to see corrected forms for our tax reporting, given the complexity of today’s tax laws and investment products.

Have a Great Day!


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