We hope you all have had a great start to your new year. As tax season approaches, we want to make sure you are aware of what you should expect. For clients that were with us at Wells Fargo Advisors, you will be receiving tax documentation from BOTH Katahdin Financial Group/LPL Financial, and Wells Fargo Advisors. Please note that we no longer have access to information from Wells Fargo Advisors.
Please do not hesitate to call with any questions.
See below for important tax season dates and deadlines for 2017.