Tax Returns

To make appropriate financial planning recommendations for you, it’s important that we have a clear picture of your financial situation as it evolves over time. One easy way to help keep us in the loop of your finances from year-to-year is to provide us a copy of your most recent tax return every year.

At your convenience, you can upload your tax return via our secure document upload system in the Client Center. Please do NOT email your tax returns to us as they contain your personal, confidential information. If you prefer, you can always bring a copy of your tax return to your next appointment.