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.