What Should You Be Communicating to Your Tax Preparer?

April 16, 2019 / by Fortis Family Office Tax Team

Communication is key to a successful relationship between you and your tax preparer. The tax preparer may ask certain questions and request information he or she believes is necessary to prepare a complete and accurate tax return. However, you must understand that the responsibility to provide all necessary information lies with you.¹

Information you should be sharing with your tax preparer:
• New job
• Change in number of dependents
• Change in residency
• Large purchases, such as motor vehicle, boat, aircraft
• Change in marital status
• Salary increase or decrease
• Buy/sell a home
• Contribute to an IRA
• Establish a new trust
• Start a business

In conclusion, it is best to communicate with your tax preparer any life changing events as it can affect your taxes.

¹ https://www.picpa.org/articles/cpa-now-blog/cpa-now/2019/01/23/what-you-need-to-take-to-your-tax-preparer

TERMS OF USE

BY CREATING A PORTAL ACCOUNT ON FORTIS WEALTH’S CLIENT PORTAL AT (THE “WEBSITE”) IN ORDER TO OBTAIN ACCESS TO AUTOMATED INVESTMENT INFORMATION THROUGH THE WEBSITE (“SERVICES”), YOU AGREE THAT UNLESS INDICATED OTHERWISE, THE DOCUMENTS AND DISCLOSURES REQUIRED TO BE PROVIDED TO YOU WITH RESPECT TO YOUR PORTAL ACCOUNT AND ANY FUTURE PORTAL ACCOUNTS UNDER APPLICABLE LAWS AND REGULATIONS MAY BE PROVIDED TO YOU ELECTRONICALLY. READ THE INFORMATION BELOW CAREFULLY BEFORE CONSENTING TO RECEIVE DOCUMENTS AND INFORMATION ELECTRONICALLY AT THIS WEBSITE AND VIA ELECTRONIC MAIL (“E-MAIL”).

YOU SHOULD PRINT OR SAVE THIS STATEMENT BY USING THE “PRINT” OR “FILE SAVE” OPTIONS ON YOUR INTERNET BROWSER. ANY CHANGES, MODIFICATIONS, OR ADDITIONS TO, OR DELETIONS FROM, THIS STATEMENT SHALL BE EFFECTIVE UPON POSTING ON THE WEBSITE AND WE WILL NOTIFY YOU THEREOF BY E-MAIL AND/OR BY POSTING A MESSAGE ON THE WEBSITE OR TO YOUR PORTAL ACCOUNT.

In this Electronic Agreement and Disclosure Statement (“Statement”), please remember that “you” and “your” refer to the person who is establishing a Portal Account, as well as any future accounts, and “we”, “us” and “our” refer to Fortis Wealth (“Fortis”). Relevant agreements, documents, forms and other information, including without limitation disclosures required to be made or furnished by Fortis with respect to all Portal Accounts, by the Investment Advisers Act of 1940, as amended (the “Advisers Act”), and other applicable laws and regulations (collectively, “Documents and Disclosures”), will be provided to you electronically unless indicated otherwise. Among such Documents and Disclosures to be provided to you electronically with respect to your Portal Account and any future Portal Accounts that you may create are the following:

The Fortis Website User Agreement and all amendments, notices and other agreements which supplement or relate to such User Agreement;
The Fortis Discretionary Investment Advisory Agreement and all Account application forms, agreements and documents required to be completed and submitted to a designated broker-dealer and Custodian (“Broker Documents”) and all agreements, amendments, notices and other agreements which supplement or relate to such Discretionary Investment Advisory Agreement and Broker Documents;
The Fortis Form ADV Part 2A Brochure and Part 2B portfolio manager supplements in compliance with Rule 204-3 under the Advisers Act;
Notice of the Fortis Privacy Policy
All other required and permitted legal disclosures; and
Any other notices and communications pertaining to your Portal Account and Services.

BY CREATING A PORTAL ACCOUNT, AND THEN ACCESSING YOUR PORTAL ACCOUNT, YOU ARE ACCEPTING THIS STATEMENT AND CONSENTING TO RECEIVE DOCUMENTS AND DISCLOSURES ELECTRONICALLY.

Following the termination of your status as a Fortis Client, the information regarding your Portal Account, including the Documents and Disclosures, will be available upon request by sending us an e-mail at info@fortis-wealth.com or by calling 610-313-0910 or such other phone number(s) as Fortis may specify on the Website. When revised or new Documents and/or Disclosures are available on the Website, to the extent relevant or applicable to you and if required by applicable legal, regulatory or contractual requirements, we will send a message to your e-mail address on file or otherwise notify you of their availability.

You are responsible for maintaining a valid e-mail address and all software and hardware necessary to receive, read and send e-mail. You must provide us with your current e-mail address when you establish your Portal Account and promptly notify us of any changes to your e-mail address by updating this information in your Portal Account on the Website.

To receive electronically the Documents and Disclosures, you will need access to a computer and web browser and may also need Adobe Reader, Microsoft Word and Microsoft Excel. You also will need access to e-mail and to a printer or the ability to download information in order to keep copies for your records. To the extent we make changes to the system hardware and software requirements that you need in order to receive and access the Documents and Disclosures electronically, we will notify you of those changes via e-mail and/or by posting information about the new system requirements on the Website. By establishing and then accessing a Portal Account you are indicating that you have the capability to access the Documents and Disclosures and download or print copies of them for your records.

For client support or technical assistance regarding your Portal Account, including the 2 Documents and Disclosures and the Website, you may send an e-mail to info@fortis-wealth.com or call us at 610-313-0910 or such other phone number(s) as Fortis may specify on the Website. You may request a paper copy of any of the Documents and Disclosures at any time by sending us an e-mail at info@fortis-wealth.com or by calling us at 610-313-0910 or such other phone number(s) as Fortis may specify on the Website. We will not charge you a fee for the paper copy.

This consent to receive the Documents and Disclosures electronically will apply on an ongoing basis unless you withdraw your consent. You may withdraw your consent to receive any of the Documents and Disclosures electronically by sending us an e-mail at info@fortis-wealth.com or calling 610-313-0910. However, if you do withdraw your consent Fortis will terminate your Portal Account. If you withdraw your consent to receive documents and disclosures electronically, your only option is to receive documents and disclosures in a paper format. To withdraw your consent and terminate your Portal Account, please call us at 610-313-0910.

By creating a Portal Account, and then accessing your Portal Account, you are indicating that you have reviewed all of the Documents and Disclosures made available to you on the Website. You are also acknowledging that your initial use of your Portal Account will constitute your agreement to be bound by the terms and conditions contained within such Documents and Disclosures.

By agreeing to this Statement, you acknowledge that you have read, understand, and agree to be bound by the terms above. If you do not agree to be bound by the terms above but would like to establish a Portal Account, DO NOT continue with the online process. Instead, please send us an e-mail at info@fortis-wealth.com or call us at 610-313-0910

Because the Fortis Portal Account relates to the functionality of the Website Fortis reserves the right to refuse to establish a Portal Account that is not subject to this Statement. You agree that the Documents and Disclosures required to be provided at the time a Portal Account is being created and any supplemental agreements or subsequent notices of changes or amendments will be provided electronically, and you confirm that you will download or print all electronically-provided documents for your records. You acknowledge that you can access the Documents and Disclosures that are provided electronically on the Website and via e-mail.

I AGREE I DO NOT AGREE

TERMS OF USE

The Fortis Website User Agreement and all amendments, notices and other agreements which supplement or relate to such User Agreement;
The Fortis Discretionary Investment Advisory Agreement and all Account application forms, agreements and documents required to be completed and submitted to a designated broker-dealer and Custodian (“Broker Documents”) and all agreements, amendments, notices and other agreements which supplement or relate to such Discretionary Investment Advisory Agreement and Broker Documents;
The Fortis Form ADV Part 2A Brochure and Part 2B portfolio manager supplements in compliance with Rule 204-3 under the Advisers Act;
Notice of the Fortis Privacy Policy
All other required and permitted legal disclosures; and
Any other notices and communications pertaining to your Portal Account and Services.

BY CREATING A PORTAL ACCOUNT, AND THEN ACCESSING YOUR PORTAL ACCOUNT, YOU ARE ACCEPTING THIS STATEMENT AND CONSENTING TO RECEIVE DOCUMENTS AND DISCLOSURES ELECTRONICALLY.

I AGREE I DO NOT AGREE

TERMS OF USE

The Fortis Website User Agreement and all amendments, notices and other agreements which supplement or relate to such User Agreement;
The Fortis Discretionary Investment Advisory Agreement and all Account application forms, agreements and documents required to be completed and submitted to a designated broker-dealer and Custodian (“Broker Documents”) and all agreements, amendments, notices and other agreements which supplement or relate to such Discretionary Investment Advisory Agreement and Broker Documents;
The Fortis Form ADV Part 2A Brochure and Part 2B portfolio manager supplements in compliance with Rule 204-3 under the Advisers Act;
Notice of the Fortis Privacy Policy
All other required and permitted legal disclosures; and
Any other notices and communications pertaining to your Portal Account and Services.

BY CREATING A PORTAL ACCOUNT, AND THEN ACCESSING YOUR PORTAL ACCOUNT, YOU ARE ACCEPTING THIS STATEMENT AND CONSENTING TO RECEIVE DOCUMENTS AND DISCLOSURES ELECTRONICALLY.

I AGREE I DO NOT AGREE

TERMS OF USE

The Fortis Website User Agreement and all amendments, notices and other agreements which supplement or relate to such User Agreement;
The Fortis Discretionary Investment Advisory Agreement and all Account application forms, agreements and documents required to be completed and submitted to a designated broker-dealer and Custodian (“Broker Documents”) and all agreements, amendments, notices and other agreements which supplement or relate to such Discretionary Investment Advisory Agreement and Broker Documents;
The Fortis Form ADV Part 2A Brochure and Part 2B portfolio manager supplements in compliance with Rule 204-3 under the Advisers Act;
Notice of the Fortis Privacy Policy
All other required and permitted legal disclosures; and
Any other notices and communications pertaining to your Portal Account and Services.

BY CREATING A PORTAL ACCOUNT, AND THEN ACCESSING YOUR PORTAL ACCOUNT, YOU ARE ACCEPTING THIS STATEMENT AND CONSENTING TO RECEIVE DOCUMENTS AND DISCLOSURES ELECTRONICALLY.

I AGREE I DO NOT AGREE

What Should You Be Communicating to Your Tax Preparer?

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TERMS OF USE

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