Tax, Trust and Other Services
At First Command, we’re committed to building a trustworthy, long-term relationship with you by providing a broad array of services to help you pursue your financial goals.
Tax Services
First Command Tax Services offers the tax-preparation expertise and tax-planning advice to help you reduce your tax liability as you pursue your financial goals. Our user-friendly web portal delivers timely tax information and tools to assist you in the preparation of federal and state tax returns — backed by the knowledge and experience of tax professionals who understand both the current tax environment and your unique financial situation.
In addition to tax preparation, we offer a variety of services year-round, including:
- Cost basis computations for investments
- Professional tax research and advice
- Reprints of previous years' investment statements
Regardless of your location, occupation or situation, we can provide the answers for your tax preparation needs.
Trust Services
Trusts are often the foundation of estate planning and an important aspect of financial management. They can help you provide financial assistance to family members, make contributions to charitable organizations, reduce estate taxes, mitigate the costs and delays of probate, and provide for the administration of your finances, should you become incapacitated.
A First Command Financial Advisor can refer you to a local attorney or CPA, at your request, and work with them to develop an estate plan. And your Advisor will work with First Command Bank’s Trust Services department to establish any trusts that are part of the estate plan. First Command Bank Trust Officers will provide all the fiduciary services required to administer your trust to help you preserve, protect and enhance your financial legacy.
Relocation Services
Whether you’re moving across town or across the country, relocating to a new residence can be time-consuming and stressful. Relocation Services by First Command offers the help you need to market and sell your existing home, research and buy a new home, and move your household goods to your destination.
A cash reward of up to $4,000 may be available to customers who buy and sell a home through Relocation Services by First Command. (May not be available in some states.) Visit the HomeServices Relocation online calculator to estimate the reward you may be eligible to receive.
For more information, talk to a Relocation Services consultant at (888) 399-4361or e-mail relocation@homeservices.com.
Relocation Services by First Command is offered in partnership with HomeServices Relocation LLC, a Berkshire Hathaway affiliate. HomeServices Relocation is not an affiliate of First Command Financial Services.