Click the FiduciaOne logo icon to access the client portal. You can upload your tax and financial documents directly to your advisor.
For either our regular, ongoing financial planning clients, or transactional one-time clients, we offer to prepare and process your individual Federal and state income tax returns each year. We will also provide you feedback and recommendations to help you reduce your tax burden.
Our process is developed to ensure your tax season is as effortless as possible. Below are the steps we take to keep things as simple as possible for you:
1) Collect all your tax forms.
2) Upload your tax forms though our secure upload tool (click FiduciaOne logo icon to shown on the page), which includes an App to take photos to upload right from your phone. If you prefer, you may drop off paper forms to our reception desk. If you choose to drop off, please call ahead.
3) We will prepare your tax returns and contact you to schedule your personal tax meeting to review, sign and complete your income tax returns. Your review meeting can be in person or via Zoom.
4) That’s It! - Taxes made simple.
Investment Advisory Services are offered through FiduciaOne, LLC, a registered investment adviser in WI and CA.
Insurance products and services are offered and sold through individually licensed and appointed agents.
FiduciaOne, LLC
N27 W23953 Paul Rd., Suite 105, Pewaukee WI 53072
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