With tax season in full swing, here are a few key reminders to help you stay on track.

📅 Tax Document Reminders

  • Many tax forms, including 1099-Bs for investment accounts, won’t be available until late February. Be sure to check with your brokerage firm before sending partial documents.

  • As you receive your tax forms, upload them to our secure portal to avoid delays.

  • Don’t forget to complete your tax checklist to ensure we have everything we need.

🏢 Annual Report Filings

  • Florida business owners—Annual reports must be filed by May 1, 2024, to avoid penalties.

  • Need help? Follow our step-by-step filing guide here:
    🔗 Florida Annual Report Instructions