• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
Bautis Financial

Bautis Financial

Secure your Castle, Achieve your Dreams.

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion
bautis financial secure your castle achieve your dreams

Client Resources

6 Questions to Ask Your CPA Before the End of the Year

6 Questions to Ask Your CPA Before the End of the Year

November 9, 2021 by Bautis Financial

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.

Read more6 Questions to Ask Your CPA Before the End of the Year
What Documents to Keep On File

What Documents to Keep On File, and How Long to Retain Them

August 18, 2021 by Marc Bautis

This 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
Secured Vault

Introduction to Your Secured Vault

May 28, 2021 by Bautis Financial

For 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
How to Plan for College Funding

College Planning: Know the Rules for Education Funding

August 26, 2013 by Bautis Financial

Read 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

Subscribe to Our Insights

Sign up to receive valuable financial insight and updates straight to your inbox each week.

Social

Follow along on social media

Contact

Bautis Financial
7 North Mountain Ave
Montclair, NJ 07042
Get directions
862-205-5800
Contact

Navigation

  • Schedule a Call
  • Podcasts
    • Agent of Wealth
    • Clear a Path
  • About
    • Our Approach
    • Our Team
    • Our Difference
  • Who We Work With
    • Individuals and Families
    • Small Business Owners
    • Retirees and Pre-Retirees
    • 401k Plan Sponsors
  • Insights
    • Blog
    • Business Valuation Advisor
    • College Planning Hub
    • Discover How
    • Learning Center
    • Risk Score
  • Client Access
    • Wealth Center
    • Orion

Copyright © 2023 · Bautis Financial · All Rights Reserved · Powered by Mai Theme

Return to top