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Existing Client Call w Mike
Phone call with Mike to discuss portfolio / answer financial planning questions
Free · 20 minutes
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2021 Tax Preparation - How to get us your documents
Due to Covid restrictions and for the health of our clients, their staff and families we are not taking any sit down office visits. To get us your documents for tax preparation you can; 1) Drop them off at the front desk and a Tax Preparer will call within 48 hours to provide a completion time frame. OR 2) Upload them to our Secure Portal on our website www.CrystalLakeTax.com . At the top tool bar there is a "Secure File Upload" tab, click that, then click "Guest Exchange". Enter Name & Email then attach your files by choosing "Select Files." When received we will confirm receipt and a Tax Preparer will call within 48 hours to provide a completion time frame.
Free · 30 minutes
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Financial Planning Review
Financial planning meeting for non-existing clients with Michael Stewart, MBA, RFC looking to engage our firms services. Topics may include; proactive tax planning, retirement income planning, social security maximization, investment review, and/or estate planning.
Free · 1 hour
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Michael Stewart
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