Whether you have had a financial plan for some time, or you are new to working with a financial advisor, it’s important to know what you need to do and look for when it comes to completing your tax return. We’ve put together the below FAQs to help our clients as they prepare to complete their tax returns. If you have a question that is not covered here, please feel free to email your advice team. We may add new questions here as you ask them. For more general information on planning for tax time, read our blog post on tax planning here.