Tax Services

Valley National Financial Advisors know that when it comes to financial planning and wealth management, understanding the importance of effective tax planning strategies is essential.

Valley National Financial Advisors have in-depth knowledge of the state and federal tax laws in order to implement appropriate strategies for your specific financial situation.

Our experienced CPAs and tax preparation specialists work closely with your financial advisor to minimize tax exposure as part of your overall financial plan. Having the entire team in-house means there is no need for a third party accountant and your tax planning can be easily integrated into your ongoing financial planning.

Tax law can be very complex and is always changing. Valley National monitors these changes and complexities throughout the year coordinating them with your existing financial plans to reduce your tax liability.

Tax Preparation
Tax returns for individuals, families, trusts, estates, and closely-held businesses are prepared by your personal financial planning team. Our in-house team of professionals can advise on current tax filings and evaluate your tax history for opportunities in line with your financial plan.


2016 Tax Return Preparation
If you are interested in engaging Valley National to prepare your 2016 Tax Return for the first time, please e-mail us at or click here to contact us.

If you are an existing client, please proceed with the following steps:

STEP#1 – Engagement & Consents Forms (online survey)
Need paper? Click here for printable PDF versions of these initial forms.

STEP#2 – Tax Questionnaire (online survey) or printable PDF version




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