Shakespeare Blog: View from the Lake

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Tip of the Month | April 2024

Upload Your Tax Return

Written By: Nick Ziarek, CFP®, CFA

Tip of the Month Cover Image

Remember to email or upload a copy of your 2023 tax return once it is complete. That way we can review the key numbers and any tax planning ideas at your next meeting.

Visit the Shakespeare Client Portal to find a secure file upload form. You are able to drag and drop the pdf of your tax return using Sharefile or send an email to your advisor to request a direct secure Sharefile link.