Tag: tax planning CPA
At Hill Investment Group, we’re big on bringing simplicity to our clients’ financial lives, transitioning their investment world from messy to meaningful.
One way we turn our talk into action is by closely coordinating our efforts with our clients’ other specialized providers. This time of year, that’s often their CPA, as tax season goes into full swing. We pitch in by gathering all the tax documents released for all of the accounts we manage for each client – all those Form 1099s, for example – and sending them in a handy bundle to our clients’ CPA or similar tax professional.
This allows our clients to focus on what is important to them, instead of having to scramble around, hunting down the latest tax documents on their own.
Simply put, we love being a team player by pitching in on behalf of our clients.