2023 Tax Season
Our team at High Falls is ready for tax season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.
Our team at High Falls is ready for tax season. We have compiled resources and worksheets to help you collect and prepare your tax data for filing.
High Falls Advisors is pleased to announce a new partnership with 55ip, a financial technology company that helps innovative advisor firms across the country break down key barriers, such as taxes, to clients’ financial progress.
The founders of High Falls Advisors envisioned a firm that provided more than traditional investment management. Here's how we keep their integrated service model working for you.
Organizing your documents and clarifying your goals are keys to financial wellness. We've provided a checklist to help you keep track of your assets and information.
We are proud to offer SafeSend Returns to our clients as our secure, electronic tax return delivery system. Learn more about viewing and completing your tax return package.
This seminar is intended for individuals currently on Medicare or about to begin Medicare. Attendees will be presented with the options available to them in 2023, with specific emphasis on the Medicare Advantage Plans available in the Rochester region.