Tax FAQ Series – Can You Talk To My Financial Advisor About My Tax Returns and Tax Information?

Oct 30, 2019 By Evan Nielsen In Taxation No Comment Tags : , ,

Yes, of course. BUT, we do need a signed 3rd party waiver from you to discuss your matters with the advisor. This also goes for anyone other than you.

_______________________________________________________________________

If you have a question you would like featured on our Tax FAQ Series, contact [email protected].