Client Notice: Tax Document Delivery and Reminders We wish all our readers a very Happy New Year. As we start 2024, we look forward to helping our clients in simplifying their upcoming tax season. Our reporting team will begin saving the investment account documents...
Tax and Money Stress? Financial Therapy can Help. March 25, 2022 The IRS Tax Season Begins officially in February, but for many filers, the stress begins long before this as soon as documents start arriving in the mail. Between balancing budgets and being confronted...
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...
January 29, 2018. By Courtney Summa: As tax season is now upon us and with some deadlines mere months away, we understand the importance of delivering the tax documents related to your Centerpoint accounts and portfolios in a timely manner. Additionally, we are happy...
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...
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