VNFA NEWS

Posted on February 2, 2021 by The Weekly Commentary

VNFA Tax Department
Please know that VNFA operates as a TEAM.

While anyone in our offices will be able to help you, our Tax Department staff is specifically trained to manage the tax filing season process. The VNFA Tax Department is a group of service specialists and CPAs who all work in direct communication with your financial advisor and supporting team. To contact the Tax Department, e-mail tax@valleynationalgroup.com.

Starting in early February, members of our Tax Department will be available in our Bethlehem headquarters on a rotating schedule, and remotely during normal business hours. Please let us know when you call to make an appointment for document delivery if you will need to speak with one of our tax professionals, or if we need to arrange for someone from your financial advisory service team to be available via phone or video conference.

Our tax preparation process for clients is unchanged, and we encourage you to complete your Tax Questionnaire as soon as possible in advance of providing us with your complete package of supporting tax documents. Digital delivery is preferred as we maintain the safety of our team and clients as our #1 goal. Forms and instructions can be found on our website: valleynationalgroup.com/tax.

Valley National Financial Advisors, and its family of companies, has been in the Lehigh Valley since 1985. The company is independent and locally owned. As a respected and trusted organization, our relationships with many clients and their families transcend generations. We have the expertise to provide clients with financial strategies to effectively manage their existing assets and to provide for the eventual transfer of their wealth.

Our one-stop service model includes: Financial Planning – Investment Management – Estate Planning – Retirement Planning – Education Planning – Tax Planning & Preparation – Insurance Planning – Trust Services, offered as a Trust Representative Office of National Advisors Trust Company, FSB – ExecutiveEdgeTM, Personal Financial Planning for Corporate Leaders. Our services are provided by a team of objective professionals and managed by one contact person – your personal financial advisor.

Valley National Financial Advisors is proud home of the Lehigh Valley’s most CFP® – Certified Financial Planner Professionals^TM. Among other honors, Valley National has been voted Best Financial Planner in the Lehigh Valley seven times by the readers of Lehigh Valley Magazine, and ranked among FA Magazine’s Top RIAs and AdvisorOne’s Top Wealth Managers.

For more than years, our firm has been devoted to helping our clients to achieve their hopes, dreams and aspirations. This requires a delicate balance between the science of financial planning and the art of understanding the feelings and emotions of our clients and their families.

Meet Our Team of Experienced, Highly Educated Professionals

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