Tax Preparation Services
In order for us to effectively plan ahead for your taxes, we must take a look at your personal situation through tax preparation. Please note that our tax planning services are free to all Financial Advisors Network, Inc. clients. You can visit our strategic alliance’s website for more information regarding their services.
There are a few important items that are necessary for us to complete our tax prep. These documents can be sent to our CPA for review at info@fanwmg.com.
- W2 Form
- Pension Statement
- Closing Statements
- RMD Data