Welcome back valued client and friend. Thank you for your trust and support. Note that your client portal provides a few important items you will need throughout the year;

  1. Quarterly statements (you may now run and print them at any time)
  2. Yearend financial report (you may now run and print them any time after year-end)
  3. K-1 Report (issued on or about March 30th) (a draft report may be sent prior)
  4. 1099 IRS tax form (if any) (issued prior to February 15th )
  5. Asset Valuation Report (sent to your Ret. Plan Administrator before Jan. 31st)
  6. Other relevant tax notices, newsletters, etc. (posted throughout the year)
  7. Copy of our annual independent CPA audit (usually completed by end of June each year).

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