Believe it or not, it’s tax season once again. With so many documents to juggle this time of year, it can feel overwhelming trying to make sure every last one of them is present, accounted for and here by the time that they’re supposed to be. That’s why we’ve included the mailing schedule of tax forms Raymond James sends out to clients. If for some reason, it is past the time you should have received one of these documents and it has not yet arrived, contact your David Adams Wealth Group advisor as soon as possible, and we’ll do our best to make sure it gets to you in a timely fashion.



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