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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.

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.


TAX RETURN PREPARATION PROCESS STEPS FOR CLIENTS

*Returning clients with ongoing engagements, skip Step#1.
STEP#1* – Engagement & Consents
Need paper? Click here for printable PDF versions.

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

STEP#3 – Collecting & Organizing Your Tax Information

Instructions for new tax clients

Tax preparation tips for clients

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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