We're simplifying your Yellow Pages experience by removing Favorites and Collection Folders in July 2024. Please save your favorite businesses elsewhere before then.
With your written authorization, your FirsTrust advisors can routinely collaborate with your CPA or tax preparer to share critical information regarding current year tax deductions, assemble your necessary reporting forms, track your cost basis, optimize estimated payments and/or tax withholding, and assess new tax laws or potential tax shifting opportunities.