Dear valued client,
As we prepare for tax season, we would like to thank you for your continued support. In preparation for 2020 tax season, we are sending this to our clients to outline the process. If you received an invite to Intuit Link, you may disregard or use the information for reference in gathering your tax documents. We apologize for any confusion that may have occurred in the process. As you may have noticed already, our firm information has updated. The important notes for tax season are as follows:
- Client Portal for uploading/downloading secure tax information (login will be attached to your email)
- You are welcome to begin sharing/uploading documents when ready
- Intuit Link was sent previously, which includes 2020 checklist items and organizer for reference – let us know if you have not received this or need assistance
- We are happy to schedule a tax season planning call to discuss any important details (see scheduling link on “contact us” page)
Again, thank you for your support! We look forward to connecting this season.