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Client Newsletter March 2020

Email Subject Line: Ascend Investment Partners March Newsletter – Taxes, Taxes, Taxes 

Hello Again! 

The thick of tax season is here.  Good luck to you surviving the process.  We just wanted to remind you of a few resources during this busy time.   

  • Most tax forms were mailed out either January 31st or February 18th.  If you have not seen them or have lost yours, please call the office and we can get you another copy.
  • You can find your tax documents in the online access.  They can be found under the “Portfolio” tab and the “Statements & Docs” section.  
  • If you file your own taxes through TurboTax, there is a $20 savings when you import your data directly from Wells Fargo Advisors to TurboTax.  Visit your online account and select “Customer Service” then look for “Tax Center.”  
  • Some accountants will request your information in a spreadsheet to total the buys, sells, and trades in your account.  Instead of having them manually enter that information we can provide that for you.   If you need this help, please call the office.   

After you file your taxes, we would like to have a sit-down appointment or phone visit so we can discuss your taxes and plan for 2020.   Please call the office to schedule your appointment and be prepared with your taxes as well as your trust documents.

We look forward to sitting down with you! 


Garrett G. Smith
Financial Advisor
Ascend Investment Partners

Paul M. Norman
Senior Financial Advisor
Ascend Investment Partners


1300 N 200 E #114C
Logan, UT 84341
Tel: 801-476-1200
Fax: 801-476-1207 


175 Historic 25th Street
Ogden, UT 84401
Tel: 801-476-1200
Fax: 801-476-1207 

Wells Fargo Advisors Financial Network and Ascend Investment Partners are not legal or tax advisors. You should consult with your attorney, accountant and/or estate planner before taking any action.