A brief overview on how to use your client center.
How to login and review your 1040 return.
How to use File Exchange to upload documents to our firm.
- Individual Clients
- Business Clients
- Client Employee
Using Your Client OrganizerHow to Review My 1040Using File Exchange
...and get what you need, when and where you need it!
May 25, 2022
As you can probably imagine, I get asked ALL the time about investments, especially from folks like you. They might have a 401(k), or even a pension, but they’re smart enough to know...
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