6 Questions to Ask Your CPA Before the End of the Year
Understanding 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.
What Documents to Keep On File, and How Long to Retain Them
This downloadable outlines what tax, healthcare, legal and asset documents you should keep on file.
Introduction to Your Secured Vault
For Bautis Financial clients, here is a step-by-step on how to securely share documents using the client portal vault.
Bautis Financial’s Amazon Alexa Daily Flash News Briefing
We recently added our Flash Briefing Skill to Amazon Alexa. You can enable our skill and get our daily commentary on personal finance and the markets on your Amazon Alexa device by: 1. Open your Alexa app on your phone. 2. Tap the hamburger menu on the top left, tap “Settings”3. Tap the “Flash Briefing” menu …