Dear Clients and Family Members of The Kendzicky Group. Spring is finally showing up here in the Midwest and tax season is over. While taxes are still at the forefront of every ones mind we would like to make you all aware of the tax planning software we have available.
One of the complimentary services available through our team is a Tax Return Review. While Baird does not prepare tax returns or offer tax or legal advice, our team can review your tax return and ensure the decisions we make together are as proactive and tax efficient as needed . Your accountants do all the heavy lifting and are the real MVP’s when it comes to your tax needs. Our hope is this service can provide education around taxes and give us a window into how to adjust your planning needs where relevant.
Here’s just some of what our Tax Return Review could do for you:
- Uncover opportunities to create a more tax-efficient portfolio.
- Optimize your Social Security, Medicare, and retirement distribution strategies.
- Review any existing capital gains and tax loss harvesting plans.
- Identify ways to proactively collaborate with your CPA and other advisors.
Best of all, the Tax Return Review requires minimal effort on your part. Once your return is complete, please just send us a copy of the full return. You can send to us via Baird Online’ s Document Exchange, Mail to us, or drop off at the office.
There is a tax angle to every financial strategy you consider, and understanding the impact of taxes is crucial to making the right decisions for you. If you have questions about the benefits or process of the Tax Return Review, please don’t hesitate to give our team a call. Click here to see a copy of a sample tax review report.
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