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Tax Planning and Preparations

Valley National Financial Advisors provides comprehensive tax preparation and tax planning services to high-net-worth clients with managed assets of $500,000 or more. Our team of seasoned professionals offers a personalized approach to tax planning, tailoring our services to meet the unique needs of each client.

We stay current with the latest Federal and State tax laws and regulations, allowing us to provide accurate and effective tax advice to help our clients maximize their wealth while minimizing their tax liability. Having the entire team in-house means there is no need for a third-party accountant, and your tax planning can be easily integrated into your ongoing financial planning.


2022 Tax Filing Q&A

Changes to VNFA Tax Process
Our Tax Department continues to roll out efficiencies to make the tax preparation process easier for our clients. New this year we are pleased to introduce SafeSend Returns. SafeSend is a user-friendly and highly secure technology solution that allows you to manage your tax return from the convenience of your computer or smart phone.

Learn more about SafeSend:
VIDEO: Accessing and Completing Your SafeSend Tax Organizer
VIDEO: SafeSend Returns User Experience

  • Required Forms
    Tax preparation clients will receive a combined paper packet with engagement, questionnaire, and personalized organizers with document checklists. To clients who requested paper, these will be mailed in mid-January. Everyone else will receive an e-mail from noreply@safesendreturns.com with a link to their custom organizer. Please complete the questions listed in the front of your packet and use the remainder as a guide when collecting your tax source documents.
  • Tax Documents
    Please only deliver your completed packet once you have all of your documents collected so that we can accept and track one file for your tax return preparation.
  • Delivery Options
    You may mail, drop-off or scan and upload your documents to your SafeSend digital access point. Our office will be open for you to drop off your tax return information Monday through Friday from 9 AM until 4 PM. NOTE: If you are engaged with our New Jersey office for tax preparation, please contact them directly for drop off instructions and office hours.
  • Acceptable Digital Files
    If you provide your documents electronically through SafeSend, we request that you please refrain from submitting picture files (such as .jpeg or .png) as these take extensive time for us to convert to a usable format for our systems. Instead, please consider downloading the tax documentation directly from the vendor’s website or scanning the documentation through either a scanner or one of the various applications available on your mobile phone. PDF files are preferred. We also request that you please click Save & Notify Tax Professional when you have finished uploading your documentation.
  • Due Dates
    The filing deadline for tax returns is April 18, 2023. To meet this deadline, we request that you deliver all your tax documents to our office on or before March 31, 2023. If we do not receive your documentation by this date, your return may need to go on extension. Please remember an extension only extends your filing date to October 15, 2023. If you have a balance due on your tax return, your payment is still due April 18, 2023. 

Tax Return Inquiry

For clients to reach out about the status of their return, or to ask questions of our service team.

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