Corrected Tax Document Update – Green Light

Internally our second round of corrected tax information has been complete and there was only one lucky family – you know who you are and have been contacted !  As for the rest … looks like we are good to go.

Green Light to File if Refund

Those sitting on a refund, you are good to go. From our perch most financial institutions seem to have completed their updates, corrections and initial filings.

If you are in a pay mode, of course stay on the bench !! We would rather you not wait until April 18th — THE VERY LAST MINUTE — but paying today is not a good option !

Sunny Friday

Raise your hand if you like the sunnier evenings ? Me Me Me !!!

Have a fantastic weekend !

John A. Kvale CFA, CFP
8222 Douglas Ave # 590
Dallas, TX 75225



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