If you have already given us a copy of your 2024 tax return, THANK YOU! If you haven’t, we offer a variety of options:
- Office visit--You can drop off a copy of your tax return, or a photocopy can be made while you wait.
- Secure email--You can request a secure email from us, to which you can reply with a scanned copy of your tax return. This ensures a confidential transfer of sensitive information.
- Mail--Upon request, we will mail you a postage-paid trackable envelope which can be used to send us a copy of your return.
We require a copy of the previous year’s tax return before we can schedule annual reviews with clients who have financial plans on file with us. If you have any questions or if assistance is required, please reach out to Steve Mayer (LPL Financial Planner, 314-626-4002) or Laurie Elfrank (Client Services Associate, 314-880-7552).