Broker Check

YOUR SECURITY IS BUILT INTO EVERYTHING WE DO

Resist the urge to share your tax documents using email. Try our new mobile app for fast, easy, and secure professional tax preparation.

In the age of internet, it can be tempting to email a tax professional your tax documents. This is not the best idea.

Tax documents need to be sent securely to protect the highly sensitive information, such as your name, address, Social Security number, and income, contained on your tax documents. If this information falls into the wrong hands, you could end up a victim to identity theft!

To safely get your tax documents to us, hand deliver, mail, fax, or use our TaxesToGo app.

HAND DELIVER

Hand delivery guarantees that the right person receives your confidential documents. It removes the risk of your documents being intercepted.

MAIL

Mail is pretty secure. Your documents are protected from casual onlookers and opening someone else's mail is a crime. However, the documents could be lost or damaged in the mail. If you mail your documents, make sure you have made copies.

FAX

Faxing your documents is a quick way to deliver them. Identity thefts could tap a phone line, however unlikely. Additionally, faxed documents can often be hard to read.

TAXESTOGO APP

The TaxesToGo app is secure and backed by our tax preparation software. It comes directly to us and removes the risk of any documents getting lost, intercepted, or damaged.

HOW DOES THE APP WORK?

Our new mobile app allows you to share your tax documents with us quickly, easily, and securely. To use the app...

Snap a picture of your tax documents.
Send your documents through our TaxesToGo App.
Sign your tax return.

It's that simple!

GO TO THE APP

IT IS NOT TOO LATE TO CONTRIBUTE TO AN IRA

An IRA contribution can be made up until the tax filing deadline in April. It is one of the few things you can do to reduce you tax liability in the prior year.

A qualifying contribution to a traditional IRA can reduce your adjusted gross income for that tax year dollar-for-dollar.

Contributions to Roth IRAs, on the other hand, do not reduce your adjusted gross income because they are made with after-tax dollars. Roth IRAs are beneficial after retirement when drawing on that income.

Our Wealth Management team would be happy to help explain the benefits of many different types of investment plans.

LEARN MORE ABOUT WEALTH MANAGEMENT

WE ARE OPEN YEAR-ROUND TO ASSIST WITH TAX QUESTIONS

Allow us to assist you in navigating the complexities of tax preparation. We are backed by over twenty years of expertise and are equipped to efficiently and accurately prepare your return.

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Cambridge Investment Research, Inc. does not give tax advice.