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.

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.


2017 Tax Return Preparation
If you are interested in engaging Valley National to prepare your 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:
*Returning clients who have completed our ongoing forms can skip Step#1.
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

STEP#3 – Collecting & Organizing Your Tax Information

Our Bethlehem and New Jersey offices will be open on Saturdays from 9 a.m. to Noon, February 10 – April 14 for tax preparation document delivery and pick-up. Meetings are by appointment only.


ARTICLES: Recent Tax Topics

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