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. 

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. 

While we are not a Certified Public Accounting (CPA) firm and do not prepare tax returns, we do 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 in-house Tax Planning Specialist, Karolyn Banks, CPA/PFS, MST, is available to you at no cost to provide ongoing guidance to ensure your tax strategies are up-to-date and remain aligned with your overall financial goals. 

To help you with your 2023 tax filing, we have compiled any information and dates that we have available to us in this streamlined location. We will continue to update information and dates here as we have them. Therefore, we recommend bookmarking this page to keep as a reference.

You will be notified via email as documents are posted to your portal. 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 2023 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 2023 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 Osaic Wealth, 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.