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How Can Waymark Help You in March 2023?

It’s March, which means the April tax deadline is approaching. Preparing for tax time can be a daunting task, so let Waymark help make your tax preparation easier. You can contact us for any tax-related questions or to help retrieve any missing tax documents. We even partner with your accountant to ensure clarity and minimize potential confusion.

Waymark can help:

  • Answer your investment-related tax questions

  • Get you copies of your tax documents for your investments

  • Help you make sure you have all the tax documents you need

  • Coordinate directly with your accountant on your behalf


Hi, and welcome to a new video series that we're launching in March of 23, entitled, How can waymark help you out this month? So today's episode is, how can we mark help you out in March 2023.

So if you're like most of my clients, they start compiling all the information, all the tax forms and whatnot and start having conversations with their accountants and other tax preparers around this time. So where can we help you out?

Well, first and foremost, you may have a tax related question. So pick up the phone, shoot us an email, ask us a question about taxes before you actually start speaking with your accountant, especially if you feel like there's a question that the accountant is going to ask that you personally would like to get an answer to, before you actually start speaking with them.

Another thing that we can do is we can always help you retrieve tax documents that you feel like you should receive, but for whatever reason you haven't received just yet. So you can always give the office a call, shoot us an email, and Brandon or Hanifa can help you out with pulling one of those forms. And we'll send it to you in a secure way so that you have all the tax documents you should, from your way mark managed accounts.

Another thing that we can help you out with is to confirm that you have all of the tax documents you should. So we have a lot of clients who call us up and they ask us Oh, you know, for this annuity or for this IRA or for whatever do we actually was their tax forum generated? And should we have received it? And we can answer that question for you.

And then finally, I think that this is one of the most underutilized things that we offer to clients is just to simply talk directly to your accountant. Sometimes tax related conversation is Greek to most people. And so instead of playing the middleman and trying to decipher what your accountant wanted to tell waymark or Waymark wanted to tell your accountant, why don't you just link us up and just give the accountant or tax preparer, our telephone number, and we can talk. We can talk shop with them and answer those questions.

So again, we're going to be running these these short little videos just talking about some of the things that we can help you out help you out with in the upcoming months. Next month will be April. And as you can see from the email, you can see that we'll be talking a little bit about more proactive planning. So by that point you should have you should have received your tax documentation back and your tax return. And we can kind of do a post mortem on that but more to come next month. Hope you have a great march and I'm sure we'll talk soon. Thanks.

Brendan is the Managing Director for Waymark Wealth Management. He has extensive experience in comprehensive wealth management. His focus includes retirement planning, behavioral finance, investment portfolio construction, education funding, insurance & risk management, taxes, charitable giving, and estate planning. Brendan has an ability to take clients' complex visions and distill them down to simple action plans, helping them move from where they are today to where they want to be tomorrow.

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents in specific states which are listed on our website at


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