As the end of the year approaches, taxes usually bubble to the top of the priority list and along with this, issues can come up as far as how your taxes are reported. Although we do not prepare tax returns, we do provide tax guidance for our clients in the following areas:
- Capital gains reporting
- 401(k)/IRA/Roth IRA taxation
- Retirement benefits taxation
- Investment income taxation
Clients receive a capital gains advisement by mid-March for use on their tax return calculations. In case of questions from your tax preparer, please have them contact Modular Financial Solutions, Inc. and we will resolve any tax reporting issues.
|
