Tax Preparation

Learn about the two different Tax Preparation requests

First, find the client's CRM Contact Record page by searching contact name in the search bar. You can submit a request for Tax Preparation by navigating to the Servicing (Service Request) extension, selecting Family Office Services, and then by selecting Tax Preparation.

The Tax Preparation request section has two request types that you can choose from when creating a plan: Individual and Family.

Individual 

An individual Tax Preparation allows for a more personalized assessment of your financial situation, potentially maximizing deductions and credits specific to you. It also simplifies the filing process and ensures compliance with tax laws tailored to your unique circumstances.

In order to submit this Request, the documentation you will need is:

• Personal Information Preparation Form
• Any other preparation forms that will help us gather the accurate information needed for your taxes

Family 

Submitting Tax Preparation as a family can maximize deductions and credits by combining incomes and expenses, potentially leading to a lower overall tax burden. It also simplifies the filing process and ensures a comprehensive overview of the family’s financial situation.

In order to submit this Request, the documentation you will need is:

• Personal Information Preparation Form (For each Family Member)
• Any other preparation forms that will help us gather the accurate information needed for your taxes