Friday, February 28, 2014

All 2013 Tax Docs Have Been Delivered

All 2013 tax docs have been delivered to you and/or your tax preparers. Tax Docs were delivered via Dropbox, email or regular mail as appropriate. Forms include 1099s, 1099Rs and Form 8949. Realized Gain/Loss reports have been also sent when requested.

If you are missing any docs please call or email me.

Stephen L Gerritz, CFP

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