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Tax Corner

January 25, 2022 | Weekly Commentary

A note from the VNFA Tax Department
Tax preparation clients will receive a combined packet with an engagement letter, tax questionnaire, and personalized organizer, including document checklists. These were mailed on January 20 and should be used as a guide when collecting tax source documents. Please complete the combined packet and return it with your tax source documents once you have them all gathered. Please only deliver your completed packet once you have all of your documents collected so that we can accept and track one file to begin your tax return preparation. Visit valleynationalgroup.com/tax for updates on our 2021 tax preparation process.