January 12, 2021 | Weekly Commentary

Tax Preparation season has begun for 2020 returns. Our VNFA Tax Department is ready to get started.

For our clients, please visit valleynationalgroup.com/tax for instructions, forms, news and important tips from our team. Click here for a PDF highlighting some Tax FAQ for Clients and refer to videos on our website for further guidance from our professional team.

You will be receiving an initial e-mail or mailed packet this week with instructions to complete our 2020 Tax Questionnaire and other related forms, as needed for your specific situation. Please complete these steps at your earliest convenience and send us your supporting tax-related documents once you have all or most of what you expect collected.

For the safety of our employees and our clients, our team continues to work remotely, so please call ahead to schedule an appointment if you have a need to visit our office to drop off or pick up documents.

If you have questions at any time, you may ask to speak with our Tax Department at 610-868-9000 or e-mail the team directly at tax@valleynationalgroup.com.