Part of our commitment to you and your financial plan is keeping your information up to date. If you have not already done so, please upload your 2021 Tax Return to our Client Portal:
This is the safest and most secure way to get your private financial documents to us. As a reminder – Please send us a message to let us know any time you upload documents to the Client Portal.
We realize that tax planning issues can arise throughout the year. We are always available to discuss these and any other topics that might come up involving your financial plan.
Lance & Tiffany