Cornbelt Financial
  • Home
  • About
    • Our Team
    • Who We Serve
    • Values
  • Services
    • Tax Preparation & Planning
    • Bookkeeping, Payroll, & Consulting
    • Financial Planning
    • Investment Advising
    • Succession Planning
    • Business Valuation
  • Blog
  • FAQ
  • Login
  • Contact
  • Home
  • About
    • Our Team
    • Who We Serve
    • Values
  • Services
    • Tax Preparation & Planning
    • Bookkeeping, Payroll, & Consulting
    • Financial Planning
    • Investment Advising
    • Succession Planning
    • Business Valuation
  • Blog
  • FAQ
  • Login
  • Contact

Stay Ahead of Tax Season: Upload Your Documents Today!

2/12/2024

 
Upload Tax Documents Today
As we kick off the new year, tax season is in full swing. We sincerely hope your year has been off to a fantastic start. Here at Cornbelt Financial, we're dedicated to making your tax filing process smooth and stress-free.

By now, most of you should have received the majority of your tax documents from various sources. We encourage our current clients to take a proactive approach and upload all available documents to our secure portal as soon as possible. If you are looking for support on your taxes this year and are not yet a Cornbelt Financial client, please reach out to us today and we would be happy to discuss options with you. This proactive step will help us stay ahead of the tax deadline and avoid any last-minute chaos.

Current Cornbelt Financial Clients: 
Action Required:
If you haven't already, keep an eye out for our engagement letter and client portal invites from the following email addresses:
  • [email protected]
  • [email protected]
If you haven't received these emails, we recommend checking both your inbox and spam folder. Adding these email addresses to your contacts will ensure that our system-generated emails make it safely to your inbox, keeping you informed every step of the way.

Why Upload Early?
Uploading your documents early allows us to review your information thoroughly, identify any missing pieces, and provide you with timely guidance and support. By working together proactively, we can minimize both yours and ours stress, provide a better experience for you, and minimize any potential issues.

Need Assistance?
If you encounter any difficulties or have questions about the uploading process, please don't hesitate to reach out to our team. We're here to assist you every step of the way and ensure that your tax filing experience is as seamless as possible.

Thank you for entrusting Cornbelt Financial with your tax needs. We appreciate your continued partnership and look forward to helping you achieve your financial goals in the year ahead.

Comments are closed.

    Author

    Adam Carr, MBA, EA

    Archives

    November 2024
    October 2024
    June 2024
    March 2024
    February 2024
    January 2024
    December 2023
    November 2023
    July 2023
    June 2023
    May 2018
    March 2018
    February 2018
    January 2018
    December 2017
    November 2017
    October 2017
    September 2017
    August 2017
    July 2017
    June 2017
    February 2016
    January 2016
    December 2015
    November 2015

    Categories

    All
    Business
    Charity
    Education
    Estate Planning
    Identity Protection
    Investments
    Life Events
    Medical
    Real Estate
    Tax Forms
    Tax Law
    Tax Planning
    Tax Reform

    RSS Feed

Client Login
Xero Partner
Gusto Partner
© COPYRIGHT Cornbelt Financial, LLC 2024. ALL RIGHTS RESERVED. | Privacy Policy

There are no warranties implied.
Cornbelt Financial, LLC (“RIA Firm”) is a registered investment advisor located in Denver, Colorado. Cornbelt Financial, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Cornbelt Financial, LLC’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Cornbelt Financial, LLC’s website on the internet should not be construed by any consumer and/or prospective client as Cornbelt FInancial, LLC’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by Cornbelt Financial, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Cornbelt Financial, LLC, please contact the state securities regulators for those states in which Cornbelt Financial, LLC maintains a registration filing. A copy of Cornbelt Financial, LLC’s current written disclosure statement discussing Cornbelt Financial, LLC’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Cornbelt Financial, LLC upon written request. Cornbelt Financial, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Cornbelt Financial, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.
Insurance products and services are offered and sold through individually licensed and appointed insurance agents.