2021 TAX PREPARATION
Tax Facts and Information for Cassaday & Company, Inc. Clients

As a comprehensive wealth management firm, our goal is to consolidate all financial components in your life into a centralized, integrated, and ongoing plan.

We are not a Certified Public Accounting (CPA) firm and do not prepare tax returns; however, we have CPAs on staff, as well as a network of reliable professionals and can help match you with the right tax professional to meet your needs.

Our role is to help you identify tax efficiencies, collaborate with your tax preparation professionals, evaluate and recommend charitable giving strategies, and aim to minimize capital gains taxes on your investments. Our paramount concern in these activities is to achieve a proper balance of risk and return.

To help you with your 2021 tax filing, we have compiled any information, and dates, that we have available to us — as we have it — in this streamlined location. You will be notified via email as documents are posted to your portal. We recommend bookmarking this page to keep as a reference; it will be updated as new information becomes available. It is relatively common for 1099s to be revised and thus posted late or need to be reposted. Please keep this in mind as you prepare your 2021 tax return.

We are always available to answer any questions you might have. For expedited service, we’ve provided a guide for where to direct your specific questions. This guide can be found in the section labeled “Questions?” below.

Below you will find important information regarding your 2021 tax preparations and filing:

Disclosure:  The material presented above is solely for information purposes and has been gathered from sources believed to be reliable, however Cassaday cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. This information is not intended to be a substitute for specific individualized tax or legal advice. Neither Royal Alliance Associates, nor its registered representatives, offer tax or legal advice. As with all matters of a tax or legal nature, you should consult with your tax or legal counsel for advice.