What is ATS?
Real ATS Facts
Two Truths and A Lie
100
This is what Annex Tax Services does
What is preparing income tax filings for Annex Wealth Management clients to help improve their financial journeys
100
This Client Relationship Management tool is where you can check the status of an ATS Tax Return
Salesforce
Under Household Cases > Tax Return
100
ATS helps make clients' financial journey's better by doing their taxes
Eric Strom won a spelling bee in 4th grade
ATS and the Financial Planning team are nearly all the same team members
Eric Strom won a spelling bee in 4th grade
(he actually got 2nd place)
200
At this time, ATS will generally only take on new clients if they are part of this service offering of AWM
What is APC?
200
If a client wants their taxes prepared but ATS cannot take them, the process for referring this client to a trusted Annex tax partner can be found in this resource
The Intranet > The Standard Operating Practices.
200
Up to date estimated payment instructions with helpful screenshots are posted to the Intranet and can be shared directly with clients
ATS/FP Team members do thousands of planning tasks every year
Camels store water in their humps
The camel thing is not true!
300
Do otters really hold hands while they are sleeping?
(I recognize that this has nothing to do with ATS)
Yes!
300
During 2026, ATS will be growing in these two unusual ways
What is by merging with Maller Peterson and the WFB branch's tax preparation practice later this year
300
1 + 1 = 2
If I'm not sure how to interact with ATS or the financial planning team, I should zoom chat someone instead of reading the Standard Operating Practices on the Intranet
More than one fifth of the world's calories come from rice
The Standard Operating Practices on the Intranet under Financial Planning contains the info you need to interact with ATS and FP Team.
400
ATS will insist on doing your taxes if you are engaging in this little-known, sophisticated planning strategy
What is Frank Duke NUA (Net Unrealized Appreciation)
400
This is the first year Annex Tax Services filed a tax return for an AWM client
What is 2018 (for the tax filing season of 2017)
400
The FP Team are good people
The FP Team/ATS can run a business's payroll
The Intranet is not helpful. I wouldn't even bother. Waste of time.
The Intranet is, in fact, very helpful and not a waste of time.
500
These are three uncommon types of tax returns that ATS can prepare for clients
What is....
(any of the following are acceptable)
Gift tax returns, 5500's for Solo 401(k)'s, Partnership returns, S-Corp returns, C-Corp returns, Trust returns, and more
500
Has the Gulf of Mexico been renamed again?
500
ATS received 9.5/10 in overall client satisfaction with a 30% response rate in our most recent client survey
ATS/FP Team members have presented over 15 events (seminars and webinars) to educate clients and prospects on the One Big Beautiful Bill Act of 2025
I can't think of anything else to put here
I actually can think of something else to put there!