But Our Work Is Never Done.
Most of you have filed your 2021 taxes and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year. And that’s fine … you deserve a break from the stress of tax season.
We, on the other hand, work all year round to help make sure that all aspects of your financial plan and investments are functioning in the most tax-advantaged ways possible. Particularly with the new tax laws, we want to be extra prudent in reviewing your portfolios and plans.
To that end, if you haven’t already sent us copies of your 2021 tax returns, please do so as soon as possible. Reviewing your 2021 returns will make it easier for us to determine what tax strategies are best for you the remainder of 2022.
We want to do everything we can to help make sure you avoid any unnecessary penalties or fees. But we can’t do that without having copies of your 2021 tax returns. You can upload them to your Vault or ask us for a secure link.
