As we draw closer to tax filing season, we wanted to send a reminder on the timing of your tax forms. Please note that tax forms will be available online via Account View sooner than you’ll receive them via mail. We highly recommend that you make sure you’ve set up your access in advance of tax season. We’re more than happy to walk you through the process of downloading the documents or verifying whether the documents were sent out.
Here’s a general summary of the dates you can expect to be able to access your tax forms:
We hope this information will help you work with your tax advisor to plan your strategy for this tax season. Please feel free to contact us at service@soliswealth.com with any questions or concerns.
Most sincerely,
The Wealth Advisors at Solis Wealth Management