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

Additional Tax Services

More than standard returns

3 Topics

Getting started

Add tax services

5 Topics

Pricing

What are our price offerings

4 Topics

Tax Preparation

Our preparation process

7 Topics

Communication

How to communicate with tax

1 Topic

Meetings

When will you meet

3 Topics

Tax Planning

Reevaluating your tax plan

3 Topics

Tech Help

Altruist

5 Topics

Canopy

10 Topics

Knudge

9 Topics

Right Capital

12 Topics

Financial Planning

Forms

Investments

Miscellaneous