Epic Trust’s new tax services deliver year-round support
September 2, 2023
This summer has found Epic Trust’s tax team reflecting on this past tax season and developing new ways to better serve client needs in 2024.
This summer has found Epic Trust’s tax team reflecting on this past tax season and developing new ways to better serve client needs in 2024.
NOTICE AND DISCLOSURES: Guardian Financial Group is a dba for RnB & Associates LLC. All client tax compliance work, including the preparing and filing of government tax forms, will be completed and submitted through the RnB & Associates LLC subsidiary Epic Tax Solutions, LLC. Investment advisory services are provided through Wealth Management Nebraska, LLC, a Registered Investment Advisor. Insurance products are offered by the RnB & Associates LLC subsidiary Epic Insurance Solutions LLC, and guarantees are subject to the claims-paying ability to the issuing company and are not guarantees offered by RnB & Associates LLC or its affiliated companies.
