How do I sign up for tax services?

We’re happy you’re interested in working with our tax team!

If you’re new to SLP Wealth, you’ll first need to get started with one of our financial planners. You can book your onboarding call here: www.slpwealth.com/book.

We offer tax services exclusively to our financial planning clients as capacity allows, with most openings available in the fall. During tax onboarding, you’ll complete an intake form, review and sign the tax agreement, and then receive a request for information to schedule your introductory call with your tax manager.