As tax season draws to a close, you are probably ready to simply forget about 1040s, W-2s, 1099s, and CPAs altogether, at least until next year. However, you may not want to dismiss this tax season so readily. Do any of the following situations apply to your circumstances? If so, you may want to consider utilizing Stifel’s complimentary Tax Planning Services.

• My tax bill was bigger than I expected. What, if anything, can be done to reduce my tax burden?
• My tax professional completed my return, but I don’t fully understand the forms and schedules. Can someone explain them to me?
• I’ve heard about possible tax law changes. Are there any in the current year or coming soon that I should know about?

It is not surprising that when reviewing your tax return, you could be left with more questions than answers.

• Could you potentially benefit from an overview of your specific tax situation?
• Would you like a personalized analysis of your most recently filed federal and state income tax returns, including suggested action items designed to improve your overall tax situation?
• Have you ever wished there were impartial tax professionals available to you for informal conference calls when you have a few general tax questions you would like answered without having to pay for a CPA’s time?

If you answered yes to any of these questions, we can help!

The tax planning professionals from Stifel’s Wealth Planning Department offer complimentary Tax Planning Services, including written income tax return reviews or informal conference calls with you and your Stifel Financial Advisor.

These services help you and your Stifel Financial Advisor better understand your overall income tax situation, which may impact your investment strategy. Our role is not to act as your tax advisor, but to make your time with your tax advisor more productive. Contact your Stifel Financial Advisor if you are interested in these services or if you have specific tax planning questions.