How to communicate with the Tax Team

For document collection and during tax season: Canopy

Just comment on an open documentation request task if you have questions regarding that item.

For general tax planning questions or questions for filing outside of a task, reach out to your tax manager directly via email (we are not longer using knudge for tax communication)

Your tax manager depends on who your financial planner is.

If your planner is:

• Jared
• Jake
• Meredith
• Ben
• Dan
• Sam
• Sim

Your tax manager will be Logan Foltz. His email is logan.foltz@slpwealth.com

If your planner is:

• Conor
• Scotty
• Meagan
• James
• Angie
• Kathleen

Your tax manager will be Sam Silberstein. Her email is sam@slpwealth.com.