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Basepoint Wealth Adds Tax Preparation Services

In an effort to continue our mission to provide comprehensive financial planning and investment management advice, we are excited to announce the addition of tax preparation services in 2019, for 2018 federal and state income tax returns.


Basepoint Wealth will be working with two independent tax preparation and accounting firms to provide this service for our clients.  We will take a measured approach to implementing this service and are limiting the number of returns for the upcoming tax year to ensure a smooth implementation and experience for our clients. 

By partnering with experienced CPAs, we will be able to integrate the tax preparation process into your wealth management experience and ensure a consistent and high quality of work.  In future years, we will continue to deliberately expand this service and further enhance joint systems and processes with our partners.

Next Steps

While the deadline has passed for initial indications of interest in tax prep services, if you are interested in being added to the waiting list for 2018 tax prep, please contact your advisor.  

Participating clients will receive additional instructions to participating clients before January 15, 2019.

We look forward to working with you to provide a complete and accurate tax return, at a reasonable price, with less work required by you.