Think of your financial plan like a map—you want it updated with the latest road conditions. That’s why, if you have a financial plan on file with us, we’ll be reaching out in the coming weeks to request a copy of your 2025 tax return.
Your return gives us a clear snapshot of what changed over the year, so we can update projections and make any needed course corrections.
Easy ways to send it
If you haven’t already provided your 2025 tax return, here are a few options:
- Office visit: Drop off a copy, or we can make a photocopy while you wait.
- Secure email: Upon request, we’ll send a secure email you can reply to with a scanned copy.
- Mail: Ask us for a postage-paid, trackable envelope to mail in a copy.
Questions or need help?
Please contact our office and we’ll be glad to help you choose the easiest, most secure option.