Are you ready to sign your tax return?

Imagine it’s April and your tax preparer has just sent you a copy of your tax return to sign for e-filing. They probably include something for you to sign saying “I have carefully reviewed this return.” But what do you look for when you review? Many taxpayers find these forms very confusing and don’t know […]

Getting ready for Tax Season

Tax season is upon us and one of the most common questions we get from clients this time of year is “What tax documents should I be expecting?”  This is a list of the most common items you will need to collect to prepare your taxes, including the ones that relate to your investment accounts and everything […]