If you are a client with a financial plan on file, we’ll be reaching out in the coming weeks asking for a copy of your 2024 tax return. Your tax return provides valuable insights into your financial situation, allowing us to update projections and make necessary course corrections.
If you haven’t already provided us with your 2024 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.
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).