Just a quick reminder that second-quarter IRS estimated tax payments are due this month on Monday, June 15.
Also, if you haven’t gotten around to giving us a copy of your 2025 tax return, 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 our clients who have financial plans on file. Your tax return gives us a clear snapshot of what changed over the previous year, so we can update projections and make any needed course corrections. (If you have already given us a copy of your 2025 tax return, THANK YOU!)
Please reach out to Steve Mayer (LPL Financial Planner, 314-626-4002) or Laurie Elfrank (Client Services Associate, 314-880-7552) if you have questions or need a secure email link or trackable envelope.