SECURE DOCUMENT UPLOAD
PLEASE NOTE WHEN UPLOADING:
PDF’s, Excel, Word documents and photos are accepted. When possible, all tax documents should be in ONE SINGLE PDF.
Name Document: Tax year being filed, first 4 last name, last 4 Social Security Number or EIN
Example: 24hamm1234.pdf
Disclosure: All Securities Offered Through The Investment Center, Inc. Bedminster, NJ, Member FINRA/SIPC. Advisory Services Provided Through IC Advisory Services, Inc. - An SEC Registered Investment Advisor. Nicholas Hammond and Daniel Caissie are Registered Representatives of The Investment Center, Inc. Palmer Hammond, Palmer Hammond Financial Services, Palmer Hammond Tax Services are not affiliated with The Investment Center, Inc. or IC Advisory Services, Inc. Check the background of the investment professional(s) on FINRA's BrokerCheck. Important Disclosure Information (Click Here)
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