Sam Millette Director, Fixed Income
  • Oversees the team’s fixed income research initiatives, responds to advisor inquiries, analyzes individual bonds, and creates market research and commentary
  • Earned a BA in economics from Tufts University and is a member of the CFA Society Boston
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Tax Upload

As of the current period, we regret to inform you that we are temporarily unable to accept tax uploads for the fiscal year 2024. However, we want to assure our users that this restriction is only temporary, and we anticipate resuming the acceptance of tax uploads for the subsequent tax year, 2025. We appreciate your understanding and cooperation during this period, and we look forward to assisting you with your tax submissions in the upcoming year.

Please stay tuned for further updates on when the upload facilities will be reinstated for the 2025 tax season.