The deadline is fast approaching. Let us help you prepare!
We have mailed out a letter along with our 2021 tax organizer. Expect one in your mailbox early next week.
Our tax organizer is also available digitally on our website, visit: www.protaxwma.com
UPLOAD YOUR DOCUMENTS DIGITALLY
Save yourself some time, upload digital tax documents to our safe online portal
HAVING A PLAN IS IMPORTANT FOR A STRESS-FREE TAX SEASON.
As a way to add continued value to the services we provide to you, we wanted to make sure you knew we offered a Fixed Price Agreement that includes all your Wealth Management Accounting services. This includes options such as:
Tax Reduction Planning – Implementing a strategy to help you create wealth
Asset Protection – Including Medicaid Spend Down Protection
Estate Planning – Plan for your assets to be protected and dispersed according to your will
Investment Management – Implement a Risk Ratio Strategy to protect your wealth
Our Fixed Price Agreement will provide you with access to our TEAM of Accounting, Tax and Business Advice you will need for your Wealth Management Accounting services. For more information on the Fixed Price Agreement please email firstname.lastname@example.org or call us at 260-624-0490.