Important Tax Information
Custodians often have to issue amended 1099s for taxable accounts due to changes they receive after the filing deadline. These are generally sent by mid-March. We suggest preparing, but holding off on filing your tax returns until later in March to allow time to account for any changes. Please contact us if you have any questions.
VESTED IN YOUR FUTURE
Parker Carlson & Johnson specializes in building
relationships and providing wealth management
services to help you meet your long-term financial
goals. We offer a full range of services, from
establishing and managing tailored investment
programs for individuals, corporations and non-profit entities, to providing advice on a wide range of financial topics. By drawing on our team’s integrity, insight and experience PCJ will help you achieve your wealth management objectives. We are vested in your future.