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What’s next?
Have you uploaded your 2023 tax return to your vault in Right Capital yet? If not, you can click the button below to knock that out before we meet!
Once you log in, click the file icon on the top right to securely upload your return to us!
Why do we need your return before the meeting? We’ll analyze your previous year’s tax return to see summarize your current tax situation for you, look out for future tax break opportunities or other tax issues we might want to watch out for!
What does this additional tax service cost? This service is included in your financial planning fee you already pay.
My CPA already does that. Great. We work along side a lot of our client’s CPAs. We are not out to get them in trouble or do their job for them (WE ARE NOT TAX PROFESSIONALS), but we are there to look for opportunities that might help you (and make that CPA look good) that they may or may not even be aware of.
More info on Taxes and Retirement from the Aero Advisor Blog
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