Posts Tagged: Taxes

What do I need to bring? Here’s a cheat sheet

As a benefit to our clients, we send out Personalized Tax Organizers each January to help our clients gather their tax documents together.  Our Clients have found the Organizer (a/k/a Sally’s Gathering Tool) to be quite helpful and the use of it has decreased the amount of Missing Information outstanding from our Clients.  This makes Tax Return… Read more