Be prepared. Create a folder or envelope where you will store your tax information as you receive it. This helps prevent lost paperwork, or scrambling to find your documents when you’re ready to file taxes. If you receive online documents, do the same. Create a tax folder and save all documents for the specific year. Print or upload to the secure client portal when ready to file.
We have uploaded client tax organizers via the secure client portal. Use the organizer to help gather your tax forms for your tax appointment. If you need access or didn’t receive the email, please contact us.
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