With tax season in full swing, here are a few key reminders to help you stay on track.
馃搮聽Tax Document Reminders
Many tax forms, including聽1099-Bs for investment accounts, won鈥檛 be available until聽late February. Be sure to check with your brokerage firm before sending partial documents.
As you receive your tax forms,聽upload them to our secure portal聽to avoid delays.
Lauryn Charles owns and manages Accountable Financial Services Group, Inc., founded in 2007. Lauryn has many years of experience working with small business owners in the field of accounting, banking, and financial services. An accounting graduate with an MBA in International Business from Florida Atlantic University, Ms. Charles is an expert tax preparer and accountant. She is an Enrolled Agent admitted to practice before the Internal Revenue Service.
Ms. Charles supports her local community by engaging chambers of commerce, sitting on boards of directors for non-profit organizations, and providing tax and financial education to those in need.