Dave Glaser

Most specific tax questions — filing status after marriage, dependents, credits — are best answered live. Book time with a tax expert through the Tax Portal. A few situations to know about:More tha...

Gather these before your first session or before you start filing. Most come from your employer, financial institution, or a government agency.Everyone:Personal info: name, SSN, date of birth, mari...

You're eligible if your employer offers Addition as a benefit and you activate it with your work email or employer code.Common questions:Left the company? If you leave your current company, you ret...

You have two ways to file through Addition, both covered by your employer benefit:Addition Assist — $0. A guided, self-serve digital filing experience with unlimited access to tax experts to answer...

Here's the full Addition Assist flow: Log in (or create your account) at app.additionwealth.com. Open the Tax Portal, verify your email, and select Addition Assist as your filing option. Schedule...

Nothing is required after your session. Want to keep going? Book another 1:1 anytime, and you can request the same advisor's direct booking link. Please ask your advisor directly and they can provi...

Once you book, you get a confirmation email and a calendar invite right away — that invite is your confirmation. You can also see upcoming sessions under the Advisor Center. No calendar invite? Che...

After your first login, we'll walk you through setting up your profile. You can update it anytime under Personal Details in the drop-down menu in the upper right hand corner of your homepage.Add na...

Most missing confirmation emails come down to one of three things. Try these in order:Check spam/junk for a message from no-reply@additionwealth.com and mark it "not spam" so future emails land.Con...

Addition verifies it's really you with a one-time code each time you log in, so no one else can get into your account.How it works: enter your personal email at app.additionwealth.com, and we email...