Tax Center

Careful tax planning is a critical component of your financial plan. We offer personal and fiduciary income tax preparation services exclusively for financial planning clients. Alternatively, we can work closely with your existing tax professionals to ensure that your returns work hand-in-hand with your long term financial plans.

Tax Resources

For our tax clients, the resources on this page are provided to help you gather and organize the tax documents and other information needed to prepare and complete the filing of your US and related state personal income tax returns.

The individual documents are PDF files. Adobe Acrobat Reader is required. Click on the links below to open the selected document in a new window.

Massachusetts Tax Filers

Online access for MA tax accounts is offered through MassTaxConnect.


MassTaxConnect

The document below guides you through the process to set up an online account with MassTaxConnect and authorize The Financial Advisors, LLC for third party access to assist you with managing your MA tax account. This is for clients who have a requirement to file MA tax returns (Individual, Fiduciary, Estate).

MassTaxConnect – Client Instructions ( PDF )