Category Clients/Clients Only

More Work Flow Updates, Clients/Clients Only, The Proxy Vote – We Vote So You Do Not Have to AND Save Costs, Environment, Mailbox Space … Friday A Little More than a Week from Personal Tax Deadline …

AI Content Authenticity: AI 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 New Norm, Corrected 1099’s dribble rather than come all at once! We watch constantly and let you know IMMEDIATELY … Hold off yet on Filing if possible … Friday … Newsletter at Printer!

AI Content Authenticity: Image was created by AI : 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…

Was your Cell in SOS Mode Thursday? Mine Was … Tax Forms FINALLY coming through, ALL forms with one log in – Your Personal Vault ! Waiting for first corrected ! … Friday …

Thursday morning as the drop off for the 16 year old at school occurred, the regular morning 2 hour research call dropped on the cell- Hmmmm After getting off the Wifi, an SOS was present on the Cell… our carrier…

Paper Tax form Reminder, Most not here yet … Our Internal Team versus calling 1-800 number (No need to Call and wait, we got you!) … Holiday Weekend … Friday …

Just a reminder, there are still mostly no 1099 miscellaneous forms yet. As expected near the end of the month, we think we’ll get our first major round of forms. Be sure to include both account statements for each account…