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Account Maintenance Corner: Tax Time!

by AOG Wealth Management

We’re quickly approaching the individual tax filing deadline of April 18th! You should have received your annual tax packet from our office either by email or mail.  As you continue to receive various tax forms and documents, we hope that the checklist provided in your packet serves as a helpful outline and tool for staying organized.  If you have any questions regarding tax forms you have received, or are still waiting on a form that should have arrived by now, please contact Erica Schaeffer, AOG’s Client Service Specialist.  As many of you know, we like to work closely with your tax advisors to ensure that the financial planning we provide throughout the year aligns with their detailed tax planning.  We’re also happy to communicate directly with your tax advisor to provide them with any missing information or tax documents needed for the timely completion of your tax returns.  If you haven’t already done so, ask about our CPA Consent to Release Information Form that provides us permission to speak directly with your tax advisor.

Finished with your hard-copy tax documents? Do you have a lot of documents starting to pile up that are no longer needed? Stop by our office on Saturday, April 29th between 10:00am – 1:00pm for our community shred day! We will have a shred truck from Eco Shred parked outside of our office to offer complimentary on-site shredding.  Join us for some refreshments and kick-start your spring-cleaning by getting rid of some paper!  We hope to see you there!

Please submit all tax forms to your tax preparer for their review and evaluation.  Consult with your tax and/or legal advisor for tax guidance.  The opinions and views expressed here are for informational purposes only.  Please note that neither Kalos Capital nor any of its agents or representatives gives legal or tax advice. 


Category: Blog, Helpful Tips