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Valley National Financial Advisors have in-depth knowledge of the state and federal tax laws in order to implement appropriate strategies for your specific financial situation.

The tax deadline has been extended to July 15, 2020.

more information and resources are available at irs.gov


  • What is the status of my tax return?
    Our team will continue to work on tax preparation over the next couple of months with the new July 15 deadline in mind. If your return is in process and you wish to check the status, complete the form below or e-mail us at tax@valleynationalgroup.com.
  • Can I sign my tax filing forms digitally or must I print them out?
    We can accept a digital signature as authorization. Please stamp or type your name onto the PDF and return it to us via your secure eVault Client Portal. If you are unable to submit digitally, you can mail them to our office and we will do our best to process them ASAP. If you need assistance, please contact our team.
  • Can I pay my tax preparation bill online?
    Yes! If we have your e-mail address on file, our tax department will automatically send you an invoice via e-mail when your return is processed and sent for your review. That separate e-mail will contain a secure link to your personal invoice for payment. NOTE: For security, the link expires after 24 hours. Please contact us if you need our team to generate an updated link.

Welcome New Tax Clients

For our clients, please proceed with the following steps:
*Returning clients, skip Step#1.
STEP#1* – Engagement & Consents
Need paper? Click here for printable PDF versions of these initial forms.

STEP#2 – Tax Questionnaire
Need paper? Click here for a printable PDF version.

STEP#3 – Collecting & Organizing Your Tax Information
Tax Source Document Checklist

Tax Preparation ‘Preparation’
Tax Return Inquiry For clients to reach out about the status of their return, or to ask questions of our service team.
  • This field is for validation purposes and should be left unchanged.

Tax Planning
Our experienced CPAs and tax preparation specialists work closely with your financial advisor to minimize tax exposure as part of your overall financial plan. 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.

Tax law can be very complex and is always changing. Valley National monitors these changes and complexities throughout the year coordinating them with your existing financial plans to reduce your tax liability.