At this time, tax documents have been delivered for all accounts.

Some accounts received notification of a corrected tax package on Friday, 2/21. This correction was made as the result of a reclassification of income by Invesco Funds.

The firm will post corrected tax documents on 3/6, 3/18, and 4/7. We do not anticipate corrections, but we strongly recommend waiting until 3/6 to gather all of your tax documents.

In addition to this, the tax filing deadline and IRA contributions deadline has been postponed to July 15th, 2020.

Please contact our office at (971) 209-4500 with any questions you might have. We are here to help!


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