2. We prepare the taxes. 3. We contact you when they are completed: Discuss together what your preference is to review the taxes, sign the forms, and pay your invoice. 4. Review/Sign/Pay: This could be by telephone, Zoom conference call, walk in pick up, mail, curbside in your vehicle, or our new tax program portal.
You will still see the ability to schedule your own tax appointment with us on our website, but keep in mind that these appointments will just be for completed tax reviews via telephone or Zoom conference call. WE WILL NEED STEPS 1 & 2 COMPLETED FIRST. We thank you so much for your continued business and adaptation for this tax season.
You will still see the ability to schedule your own tax appointment with us on our website, but keep in mind that these appointments will just be for completed tax reviews via telephone or Zoom conference call. WE WILL NEED STEPS 1 & 2 COMPLETED FIRST. We thank you so much for your continued business and adaptation for this tax season.
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We offer an independent approach to investing, by working with an Independent Broker/Dealer and several National Marketing Organizations around the country that provide the widest range of products in the industry. Before we recommend any investment to a client we must understand and know our clients risk tolerance.
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