AI Content Authenticity: AI was used for Uncle Sam picture. All of the following text content has been completed by myself and has not been edited or created by AI. Occasionally we do use AI for images and will note below the image when appropriate.
Literally one day ago we figured out that if you have electronic view, in almost all cases you will receive an Email notification for your tax statement to download … not paper via mail!
At first we were very distraught… and concerned… BUT
This totally surprised us and upon further review…. you guys have done AWESOME and the many returns we have reviewed you guys have retrieved your Tax forms perfectly … of course this may Jinx the rest…
We have quick access to your Tax Statements and again, remember there will be two different accounts and two different tax statements for active accounts… so yell if you need us to send to you ! Getting ahead of a possible last minute Rush…we hope … fingers crossed!!
Ok back to your day and sorry to keep hitting you with this, but as we discover we share for our collective “Lowered Tax Season Stress” Day!
John A. Kvale CFA, CFP
Founder of J.K. Financial, Inc.
A Dallas Texas based fee only
Financial Planning Total Wealth
Management firm.
