by Ashley Agnew | Feb 1, 2021
Client Notice: Tax Document Distribution February 1, 2021. By Kevin Donohue: In the coming weeks Fidelity will be issuing preliminary tax documents, and you may have already received email correspondence indicating this. Per usual, we will be gathering these...
by Centerpoint Advisors | Jan 22, 2020
January 22, 2020. By Kevin Donohue: With the 2020 tax season upon us and return deadlines approaching, Centerpoint Advisors would like to make this-time as seamless and stress free as possible for our clients. We work closely with our custodian to consolidate and...
by Centerpoint Advisors | Feb 27, 2019
February 27, 2019. By Courtney Summa: With tax season upon us and accountants quickly filling their schedules, we wanted to provide an update regarding the delivery of your tax documents and the recent request for trusted contact designations: Tax Document Delivery...
by Centerpoint Advisors | Mar 9, 2017
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...
by Centerpoint Advisors | Feb 23, 2017
February 23, 2017. By Matt Okaty: The beginning of the year is a great time to organize your financial records. With tax season ahead, having everything organized should make filing your return a lot easier. Plus, organizing your records now rather than later will...
