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