How do I sign up for tax services?
We are glad you are looking to work with our tax team!
If you have not started with a financial planner, schedule your onboarding using the link below:
You must be a financial planning client to work with the tax team.
If you have already completed your onboarding with us, you can fill out the tax agreement form here: https://slpwealth.com/tax-agreement/ or reach out to your planner.
If you have questions, reach out to support@slpwealth.com