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12626 High Bluff Drive, Suite 440
San Diego, CA 92130
P. (858) 461-4959

Tax Time FAQs

Tax Time FAQs

Tax season is quickly approaching, and with that comes a lot of questions. We hope that we can ease some of the tax time stress with answering some of our most frequently asked questions.

Q: Where can I find my statement? 

A: You can quickly and easily download your account statements off NetX Investor. You can also request your statements to be securely emailed to you by someone in our office. 

Q: When can I expect to receive my end of year statements?

A: The mailing date of your Form 1099 depends on the types of holdings in your account. The dates provided in this schedule will apply, although dates are subject to change. 1099 forms will also be available on NetX Investor once they have been mailed. For more information, including a sample 1099 statement and additional details about the mailing timeline, visit mytaxhandbook.com.

Q: Does Presidio prepare taxes? 

A: Although tax planning might be part of your overall financial plan, we are not CPAs. If you do not have a CPA or tax professional, we are happy to refer one.

We are here to help with any additional questions that you might have prior to filing your taxes. Please feel free to contact our office to schedule some time to speak with your financial advisor.

 Helpful links:

Tax Information Sheet

NetX Investor

Statement Requests


 

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