NZ US Tax Specialists now has direct, secure access to data from certain financial institutions in order to prepare your US tax return.

If you have 1099s for 2010 through accounts held with the following financial institutions, there is no need to send me these manually.

  • Bank of America
  • Charles Schwab
  • Edward Jones
  • Fidelity
  • Morgan Stanley
  • Morgan Stanley Smith Barney
  • Scottrade
  • UBS
  • Wells Fargo Advisors
  • Wachovia

For your convenience, I am able to use patented technology through my software provider to receive these directly and securely from the financial institution.

So you won’t need to spend your valuable time scanning and emailing me your documents.

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