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.
College Planning: Know the Rules for Education Funding
Read the latest rules on the most popular college savings programs, and get the answers to some frequently asked questions.