Client FAQs

General

Getting started

Becoming a client of SLP Wealth

5 Topics

General

General questions about SLP Wealth

5 Topics

Billing

Setting up your subscription

5 Topics

Tax Services

Getting started

Add tax services

4 Topics

Pricing

What are our price offerings

4 Topics

Tax Preparation and Planning

Our preparation process

7 Topics

Tech Help

Altruist

15 Topics

Monarch

3 Topics

Canopy

9 Topics

Right Capital

2 Topics

Financial Planning

Forms

Investments

Miscellaneous