For clients
Already a client? Start here.
Your accounts, documents, review, forms and the right person to call, on one page. Nothing here asks for a password: each button takes you to the secure site that holds your information.
(01) Client desk
Four things clients come here for.
(02) Who to call
Save these. Every number goes to a desk.
(03) Forms
The six forms people ask for most.
Download, sign and send it back through the upload link. Or call Rosa on ext. 200 and she’ll fill it in with you.
(04) Key dates
Four dates worth a reminder.
Jan 31
Tax forms arrive
Your custodian posts 1099s; we forward them to your CPA.
Apr 15
Filing deadline
Federal returns and first-quarter estimated tax are due.
October
Tax projection meetings
The best time to act on this year’s tax.
Dec 31
Giving and required distributions
Gifts and RMDs must be done by the last business day.
We’ll never ask for a password by phone or email.
If a message claiming to be from Kith asks for one, or asks you to move money somewhere new, don’t reply. Call Rosa on ext. 200 and we’ll check it together.