Introducing our Tax Team
We are excited to introduce our tax team! Our Director of Tax Services Lonnie Sluchak, CPA and our Tax and Operations Analyst Maria Hernandez are the team members behind all tax-related operations for our wealth management and financial planning clients. Lonnie and Maria work tirelessly to ensure that our clients’ tax preparation runs seamlessly. Our tax team has implemented a few updates to our tax process with the goal of increasing efficiency, ease of use as well as security.
Lonnie and Maria prepared an overview of the updated processes including a new client portal, a mobile app, and the importance of sharing your tax documents with our team by March 15, 2023.
Watch the video to learn more.