Introduction: The Story Your Tax Return Is Trying To Tell You
Every spring, millions of people open their tax results and have the same reaction: either surprise at how big their refund is, or a sinking feeling when they see
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2022 Tax Document Information
As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal.