Send Us Your Tax Returns

As the tax deadline approaches, keep us in the loop before and after you file.

Before You File
we can coordinate with you and/or your tax preparer on any remaining tax saving opportunities like IRAs, Roths & SEPs. Additionally, if you made qualified charitable distributions from your IRA during the year, the 1099-R does not make any note of the donations and we can help make sure you have the proper figures to make any necessary adjustments.

After You File
we can start looking towards your next round of taxes. This video quickly explains what we do with your tax return after you send it to us. We are not accountants or tax preparers, but taxes have an impact on everything we do. If you have tax loss carryforwards, we’ll look for ways to use them with your investment strategy. If Roth conversions make sense, we’ll help you develop a plan that accounts for your goals, tax brackets, and Medicare premiums. If we just need to fine tune the withholding on your IRA distributions, we can do that as well.

Finally, when sending us tax returns or other personal information, use this link (TSA Secure Portal) to securely upload the files directly to our system. This way, if a hacker ever gets into your email, these files won’t be sitting in your sent folder.

As always, let us know if you have questions about this or anything else.