Tax Filing

File your taxes where you manage
your wealth

Tax filing is available exclusively to Forward clients. Not a client yet? Let’s talk.

Speak to an advisor
forwardwealth.com/taxes

Tax Filing

2025 Tax Summary

In Progress

Federal Refund

+$4,280

State Refund

+$830

Filing Progress

Documents Received

Under Review

Ready for Signature

Filed

SM

Sarah M., CPA

Working on your return

Your Tax Advisor

Your Options

Tax filing options for every client

Whether you handle it yourself or want us to take it off your plate entirely, we’ve got you covered.

ASCENT — $100K+ AUM

File It Yourself

Included

Free with your Forward membership

  • Federal & single state filing
  • W-2, 1099, and Schedule C forms
  • Standard & itemized deductions

Excludes multiple states, non-resident returns, legal entities, equity compensation, K-1s, and rental income.

Get started

ASCENT — $100K+ AUM

File with a Tax Pro

$795/filing

Upgrade your filing this year

  • Federal & up to three state filings
  • Up to ten 1099s
  • Up to ten K-1s
  • Up to two rental properties
  • Includes equity compensation
  • Includes two Schedule C's
Add to my plan
Included with Summit

SUMMIT — $1M+ AUM

Full-Service Tax Filing

Included

Included in your Summit membership

  • Federal & up to three state filings
  • Up to ten 1099s
  • Up to ten K-1s
  • Up to two rental properties
  • Includes equity compensation
  • Includes two Schedule C's
Speak to an advisor

Your taxes. Your advisor.
One place.

Forward clients get tax filing coordinated by their CFP — so your taxes are always in sync with your financial plan.

Speak to an advisor