Soundbite: Tax Filing Preparation

Soundbite: Tax Filing Preparation

Tax time concept, accountancy, tax refund concept

In the spirit of tax season, we discuss the various documents you may find yourself thinking about in connection to your Yeske Buie Schwab accounts. This tutorial walks you through where to find and how to read these tax documents, and reviews an example of the tax reports that Yeske Buie prepares and posts to your Client Private Page®. Of course, if you need any assistance in collecting or understanding your tax documents, please don’t hesitate to contact us.