The Treasury Department and the Internal Revenue Service are providing special tax filing and payment relief to individuals and businesses in response to the COVID-19 Outbreak. The filing deadline for tax returns has been extended from April 15 to July 15, 2020. The IRS urges taxpayers who are owed a refund to file as quickly as possible. For those who can't file by the July 15, 2020 deadline, the IRS reminds individual taxpayers that everyone is eligible to request an extension to file their return.

We work all year around to make sure that all aspects of your financial plan and investments are functioning in the most tax-advantaged ways possible. Particularly with the new tax laws, we want to be extra prudent in reviewing your portfolios and plans.

To that end, if you haven't already sent us copies of your 2019 tax returns, please do so as soon as possible. Reviewing your 2019 returns will make it easier for us to determine what tax strategies are best for you for the remainder of 2020.

We want to do everything we can to make sure you avoid any unnecessary penalties or fees. But we can't do that without having copies of your 2020 tax returns.

Help us help you!