6 Questions to Ask Your CPA Before the End of the Year November 9, 2021 by Bautis FinancialUnderstanding the ever-changing tax laws isn’t easy. Stay on top of your finances before the year ends by asking your tax professional these six questions. Read more6 Questions to Ask Your CPA Before the End of the Year
What Documents to Keep On File, and How Long to Retain Them August 18, 2021 by Marc BautisThis downloadable outlines what tax, healthcare, legal and asset documents you should keep on file. Read moreWhat Documents to Keep On File, and How Long to Retain Them
Introduction to Your Secured Vault May 28, 2021 by Bautis FinancialFor Bautis Financial clients, here is a step-by-step on how to securely share documents using the client portal vault. Read moreIntroduction to Your Secured Vault
College Planning: Know the Rules for Education Funding August 26, 2013 by Bautis FinancialRead the latest rules on the most popular college savings programs, and get the answers to some frequently asked questions. Read moreCollege Planning: Know the Rules for Education Funding