Your wealth team · Section 1

Tax planning

Clarify who handles tax filing, forward-looking planning, and coordination.

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People you work with

Your professionals

Add only enough information to recognize the person. Do not enter account numbers, tax identifiers, or confidential financial details.

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Who is primarily responsible for preparing and filing your tax returns?

This is the person responsible for getting the return completed and filed—not necessarily the person making forward-looking tax decisions.

How confident are you that tax filing is being handled accurately and on time?
Who looks ahead for opportunities to manage taxes before financial decisions are made?

Tax preparation looks backward. Proactive planning happens before a transaction, withdrawal, gift, business decision, or other financial move.

When was the last time someone reviewed future tax decisions with you?
Do you know whether your tax professional provides proactive planning rather than only tax-return preparation?
Do the people handling taxes and investments coordinate when a decision could affect both?
Which situations currently apply to you?

These answers help us ask better questions. Selecting an item does not automatically mean you need to hire a professional.

How would you prefer tax responsibilities to be handled?
Tax section

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