Hello Megan,

Even if you have all of your tax forms, our recommendation is that you hold off on filing your taxes. Custodians (such as Fidelity) have released initial tax forms for all accounts, but as they receive corrections, they may issue amended forms. While the changes are often small, our recommendation is to wait until early March to file in order to avoid having to file an amended tax return.

Speaking of taxes, we understand that many of your tax preparers do not have the capacity to do tax planning, and we are here to help! The Watercolor Financial team made an investment in both technology and training over the past two years so that we can help you recognize tax planning opportunities. Once you do file your taxes, please securely upload your tax return using this link.

Roth conversions, charitable giving and retirement plan contributions are just some of the areas of opportunity that are easy to overlook. We look forward to helping you with this important task!


Megan, Bleckley and Cass

Access your reports - Visit our web page for links to Fidelity (for access to statements and tax documents) and to the Orion portal (for access to performance reports and billing statements): Watercolor Financial website

 ADV P2 Firm Brochure |  Form CRS

Watercolor Financial is an SEC-registered investment adviser. This message contains confidential information and is intended for the recipient. If you are not the intended recipient you are notified that disclosing, copying, distributing, or taking any action in reliance on the contents of this information is strictly prohibited. Email transmission cannot be certified to be secure or error-free as information could be intercepted, corrupted, lost, destroyed, arrive late or incomplete, or contain viruses. The sender therefore does not accept liability for any errors or omissions in the contents of this message, which arise as a result of any email transmission sent or received. This is not a solicitation for investment advice. The contents herein should not be construed as an offer or solicitation for tax, legal or investment advice. Watercolor Financial can only provide investment advice in states where it is registered or exempt from registration. If verification is required, please request a hard-copy version.