Tis the Season: Tax Season

Contributed by: Matt Trujillo, CFP® Matt Trujillo

It’s that time of year again!  The time to file your state and federal tax returns. Please remember to send us a copy of the return as soon as it’s available, or make sure we have your written authorization to allow your tax preparer to forward us a copy on your behalf. Having access to timely and updated tax information is critical for giving good advice as well as making long term investment decisions. If you should have any questions please contact our Associate Financial Planner, Matt Trujillo,CFP® at Matt.Trujillo@centerfinplan.com

Matthew Trujillo, CFP®, is a Certified Financial Planner™ at Center for Financial Planning, Inc. Matt currently assists Center planners and clients, and is a contributor to Money Centered.