Investor 360°® Makes Tax Time Easier
With April 15 on the horizon, we wanted to let you know that if you are using the popular tax software TurboTax®, Investor360°® can help save you time and aggravation by gathering and accurately inputting the investment account information you’ll need to complete your federal tax return.
Take a look at this helpful brochure for instructions on how to access, select, and import everything you need safely and easily.
We hope that this makes preparing your return for 2014 just a little less stressful. As always, we encourage you to call us with any comments or questions that you may have.
If you haven’t already signed up for Investor360°®, there’s never been a better time to do so. Just give us a call to get started!