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Office Remodel Closure and 2021 Tax Form Schedule

We hope your New Year is off to an impressive start. Our New Year is beginning with an office remodel the week of 1/17/22 through 1/21/22 (new flooring, paint and office furniture). We will be working remotely during this time and as always you can reach us at 505-888-5070. If you need to see us in person, please contact us and arrangements will be made, otherwise you should see no disruptions.

As a reminder, here is the preliminary mailing schedule for 2021 Tax Forms:

  • Form 1099-R and Form 1099Q the week of January 31.
  • 1099-Consolidated Tax Information Statements will be issued weekly, in multiple waves beginning January 21 through March 11.
  •  Accounts with income not subject to reclassification will be issued beginning January 21.
  •  Accounts with income subject to reclassification will be issued beginning February 11.

Of course, we will keep you informed of any changes, and should you have any questions, we are always here to help.

Stay healthy and safe,

David M. Gallagher