At the end of tax season, many Americans look forward to receiving their return. But what happens when your return isn’t what you expected—or if you don’t get one at all?
In either scenario, your tax advisor should be consulted before any changes to your tax forms or overall strategy are made. Call the office any time to coordinate a meeting.
For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither the Broker/Dealer nor any of its representatives may give legal or tax advice.
What to Do When Your Return Isn’t What You Expected
April 26, 2023