Susan and I have been working with a planning tool that helps us review your tax situation and spot opportunities for tax savings. The technology is terrific and requires a scanned version of your most recent tax return to start the process.
For this month’s Planning Point, we have a request: please upload a copy of your 2022 tax return to one of our secure file sharing systems: ShareFile or Advyzon.
After we receive your 2022 tax return, we will reach out to you to schedule some time for a tax review. Thank you in advance for providing your information!