Upload Your Most Recent Tax Return
&
Confirm Your Accountant / CPA Information
Below there is a button to upload your most recent return so we can identify tax‑saving opportunities, apply the new tax legislation, and keep your long‑term plan on track.
Tax season is officially here, and we’re beginning our annual process of collecting your most recently filed return from every client. If you have not filed your 2025 return yet, providing your 2024 return may bring light to things that need to be addressed for your 2025 filing. Having your most recent return on file allows us to Identify potential tax‑saving opportunities
- Coordinate directly with your CPA
- Ensure your accounts remain properly structured under the new tax legislation
- Detect potential issues early before they impact your 2026 plan
Why this matters: Recent tax law changes and shifting IRS thresholds mean your return gives us critical insight into whether adjustments are needed. Even if you’ve worked with us for years, we need the updated return to continue serving you accurately.
What we need from you:
✔ Upload your most recent tax return confidentially and securely
✔ Confirm your Accountant / CPA information
✔ Schedule time if you have any questions
Why we need it:
- Coordinate directly with your accountant
- Ensure you receive all required tax forms
- Run accurate tax‑planning scenarios
- Evaluate opportunities such as future Roth conversions
- Larger emphasis on lump sum charitable gifting with Donor Advised Funds
- Understand how new tax law changes may impact your investment strategy
ALSO WE HIGHLY ENCOURAGE, for the current year's tax filing, that you authorize your accountant to email us your completed 2025 tax return directly.
🔒Securely Upload Your Return
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Tax Guide 2025-2026
Confirm Your Accountant / CPA Information
Tax law changes, inflation adjustments, and shifting IRS thresholds mean your return gives us the information we need to protect your plan and uncover opportunities.