Keeping You Informed During Tax Season
We want to ensure that your tax preparation goes as smoothly as possible. To assist you, listed below are Tax Season Resources along with a schedule for mailing tax documents. Raymond James will mail Forms 1099-R, 5498 and 1099-Q on or before January 31 and the Composite Statement of 1099 Forms that are considered complete on or before February 15 in accordance with the IRS mailing deadlines. You will also find links for some services that can help make your filing easier below.
Click here to read Keeping You Informed During Tax Season
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
