Your tax return tells an important part of your financial story. That’s why Pillar Financial Group now offers income tax preparation and planning for individuals, families, and businesses, led by Derek Desjardins, CPA. Working alongside your advisors, our tax team aims to help you understand how today’s decisions may affect your taxes tomorrow.

• Do I need to be a Pillar Financial Group wealth management client to use your tax services?
  No. Our tax services are available to individuals, families, and businesses whether or not you work with us on other services.
• Will my tax preparer and my financial professional share information?
  Only with your permission. Tax services and wealth management services are separate. If you'd like the two to coordinate, we'll ask for your written consent first.
• How are tax services billed?
  Tax services are billed separately from any wealth management or advisory fees. 
• What documents should I gather?
  It depends on your situation, but common items include W-2s, 1099s, mortgage interest statements, charitable giving records, business income and expense records, and last year's return. We'll send you a checklist to make it easier.
• When should I schedule an appointment?
  The earlier the better, especially from February through April. For tax planning, meeting during the year gives you the most time to consider your options before the year ends.