Join us on Tuesday, February 27th at 12PM
What we’ll cover
Have you started to think about filing your 2023 tax return? Do you want a better understanding of how to file your taxes or how to decide if you should seek out help from TurboTax or a CPA?
Join our 2023 Tax Return Live Event if you want to review common tax forms and how they impact your taxes. We recommend that you have access to the following documents during this webinar:
Your 2023 W2 Form issued by your employer
Your 1099 Forms issued by your bank (these forms state your income)
Our live event speakers
ANDREW NELSON, AIF, MBA | MANAGING PARTNER, DIRECTOR OF BUSINESS DEVELOPMENT
Andrew is passionate about diving into the details of organizations and how they serve their employees. Working with companies, increasing the financial literacy of employees and committees and stretching employee benefit dollars are at the core of what Andrew and his team get excited about.
AUSTIN PEARCE, CPA, CFP® | SERVICE ADVISOR
Austin is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ with experience in accounting and tax planning. He enjoys the teamwork and camaraderie of working with clients, and is committed to creating strategies that support their growth objectives. Working as a Service Advisor, Austin uses his experience and passion to benefit our clients on a daily basis.