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Video: Top Tips for Your Tax Appointment

by | Aug 14, 2023 | Resources, Taxes, Videos

VIDEO: Click here to watch on YouTube.

Administrative Manager, Chelsea Slack, discusses her tips for tax appointments.

Join us as Communications Specialist, Kaylee Kriese, travels around the office in search of quick answers and helpful information from our advisory, business, and tax teams. In this video, Chelsea Slack, Administrative Manager, shares her top tips for how to prepare your documents before a tax appointment.

 

Want to learn more? Click here to check out our tax season resources page. (Click here for more info.)

And as always, if you have any other questions, please contact us. (Click here for contact information.)

 

Presented by Chelsea Slack – Administrative Manager

Learn more about Chelsea and the rest of the Storen Financial team here.




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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. This information is not intended to be a substitute for specific individualized investment or tax advice. Brass Tax Wealth Management, Storen Financial and LPL Financial are not affiliated with any of the other referenced entities.