We Want Your Tax Return

Uncle SamAs another income tax filing season winds down, we would like to remind our clients to share a copy of your complete income tax return(s) with us. Starting in the second half of the year, we will begin reviewing your tax returns to see if we can identify tax planning opportunities. Some of the more common opportunities we assist clients with include Roth conversions and harvesting long-term capital gain at the 0% rate or to offset a large loss carryover. We are looking forward to identifying and implementing more value-adding tax planning ideas this year.

Please email, mail, hand deliver or ask your tax professional to share a copy of your return(s) with us. Thank you!


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