Good morning. The second batch of tax forms for Schwab accounts has been delivered. That should be all of them from Schwab for this tax season (outside chance of amended/updated forms, but usually not).
Please check your e-mail, regular mail, or go to your Schwab account(s) online to obtain any tax forms for any Schwab account of yours. If you need help getting the forms, contact me and I’ll e-mail yours to you asap.
If you need a tax pro, let me know and I’ll give you some trusted names. And if you know anyone who could use some guidance on investments, retirement plan rollovers, and/or financial strategy, please send them my way.
Thank you, and make it a great day!
Garo Linck Partoyan
Potomac Wealth Strategies, LLC
1800 Diagonal Road, Suite 600
Alexandria, Virginia 22314
(703) 746-8195 phone
(855) 347-9483 fax