PBG Advisors
PBG Advisors
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Do I Need to Send Out 1099s?
Wondering if you need to send out 1099s? In this short video, we explain who needs to send them out and when they are due to both the receiver and the IRS. Please visit pbgadvisors.com for more videos.
Переглядів: 2

Відео

PBG Advisors Trip to Quebec, Canada
Переглядів 193 місяці тому
Each year, following the busy tax season, we reward our dedicated employees with an all-inclusive resort getaway to honor their hard work and achievements. This year, we journeyed north to the beautiful province of Quebec, Canada, and had an unforgettable experience. Join us as we celebrate the spirit of teamwork and excellence that defines PBG Advisors. Enjoy!
What if I Can't Pay the Tax I Owe?
Переглядів 43 місяці тому
Please visit pbgadvisors.com for more helpful tips.
What Happened to the Files I Uploaded to My SmartVault?
Переглядів 63 місяці тому
Please visit pbgadvisors.com for more information.
My Tax Return is Finished - Now What?
Переглядів 53 місяці тому
Visit pbgadvisors.com for more information.
I Paid a Deposit for My Tax Return but It Doesn't Show on My Emailed Invoice
Переглядів 53 місяці тому
pbgadvisors.com
How Do I Get Back the Tax Documents I Dropped Off?
Переглядів 103 місяці тому
Please visit our office anytime after your tax return is complete to pick up your documents. pbgadvisors.com
How Can I Help Keep My Tax Return Preparation Bill Down?
Переглядів 83 місяці тому
We have a few simple tips to help you keep your tax return preparation bill down. pbgadvisors.com
Do I need to fill out my tax organizer
Переглядів 103 місяці тому
While we don't require a completed tax organizer, it helps us refine follow up questions and simplify the process. pbgadvisors.com
Important Information and Tips about Your Tax Return
Переглядів 153 місяці тому
Congratulations on accepting your tax proposal. This video explains the next steps in getting your tax return completed. Thank you for choosing PBG Advisors. Visit pbgadvisors.com for more helpful information.
A Message from Our Partners
Переглядів 63 місяці тому
Welcome to another tax season! We want you to know why we changed our name to PBG Advisors and how we can help you this tax season. Thank you for choosing PBG Advisors as your strategic tax partner.
How To Convert Your Files to PDF Before Uploading to SmartVault
Переглядів 238 місяців тому
The best way to submit your documents to us is in PDF file format. In this video, we show you how to convert any file to PDF format on your PC, Mac, and iPhone (jpg, png, doc, etc.). Please watch our video on how to upload to SmartVault to then submit these PDF files to us.
How to Upload Files to SmartVault
Переглядів 1008 місяців тому
This is a one-minute tutorial on uploading your documents in SmartVault.
What Documents to Send us for Your Individual Tax Return Preparation
Переглядів 328 місяців тому
One of the most common questions we get from our clients is “what information do you need from me to do my taxes?” In this video we will go over types of tax documents and tax information that you may receive and need to send to us for your individual tax return preparation.
Accessing your Tax Return in SmartVault
Переглядів 518 місяців тому
A guide to accessing your tax returns in SmartVault and how to locate important information within your tax return. PBGAdvisors.com click on your Client Portal.