Review our tax resources below for valuable insights and guidance for tax season. Feel free to contact our office to strategize and explore how best to navigate your financial goals. Realigning your plans with your goals can set the stage for a prosperous year ahead. 

2023/2024 Tax Guide
Take a look at our Quick View Tax Guide containing important information and resources to assist your upcoming tax preparations.

Tax Season at a Glance
Use our Tax Season at a Glance guide to familiarize yourself with important dates and deadlines for this tax season.

Tax Form Mailing Schedule
LPL mails 1099 Consolidated Tax Statements out to clients between January and March. You can also view copies of 1099s in Account View 2.0.

What Documents Do I Need To Collect For Filing My 2023 Tax Return Checklist

To help with a smooth and accurate filing of your tax return, here is a checklist for gathering the documents you need.


We hope this information will help you plan for this tax season. Please reach out if you have any questions.