Sharing Your Tax Return with Your Advisor

Your tax return serves as a unique snapshot of your financial situation that can be used to strengthen your financial well-being. By sharing your return with us, we can help make better investment decisions, optimize your financial plan, spot missed opportunities, and plot out your long-term financial goals. 

Sharing Your Latest Return Helps Us: 

• Implement potential tax-mitigating strategies such as Tax Loss Harvesting and Roth IRA conversions. 
• Recommend charitable giving strategies or estate planning techniques. 
• Manage IRA Required Minimum Distributions across qualified accounts. 
   

How to Share Your Return 
Once you receive your completed return, you can submit it to us securely by uploading it to the DCM Client Portal, mailing a hard copy, or – with your permission – having your tax preparer provide us with one. 

Please notify your advisor if you’d like us to contact your tax preparer to obtain a copy of your return. We will take it from there.