You know all those tax season emails you get from Charles Schwab, informing you that your Form 1099s are ready to download and share with your tax professionals?
Hill Investment Group clients can largely disregard those notices, because we take care of this busy-work for them. We aggregate the 1099s for the accounts we manage for them, and send the documents to those who need them, safely, securely and without our clients having to lift a finger. (Unless you count that single click to delete the email notifications.)
This is just one way we strive to simplify our clients’ busy lives, so they can focus on the things that are important to them.