It’s tax season again, and I wanted to give you a quick overview of your online organizer for the 2024 tax year. I’ll show you how to sign in, review the engagement letter, and complete the questionnaire. I’ll also guide you through the document checklist and explain how to notify us when you’re done uploading your documents. It’s important to complete these steps accurately so we can prepare your tax return with confidence. Let’s get started!
It’s tax season again, and I wanted to give you a quick overview of your online organizer for the 2024 tax year. I’ll show you how to sign in, review the engagement letter, and complete the questionnaire. I’ll also guide you through the document checklist and explain how to notify us when you’re done uploading your documents. It’s important to complete these steps accurately so we can prepare your tax return with confidence. Let’s get started!
It is that time of year again — Tax returns! This year we’re using an online organizer called “Link,” from Intuit. Intuit runs our technology software here at FSR Wealth Strategies, and I wanted to give some best practices on how to use their application.
It is that time of year again — Tax returns! This year we’re using an online organizer called “Link,” from Intuit. Intuit runs our technology software here at FSR Wealth Strategies, and I wanted to give some best practices on how to use their application.
It is that time of year again — Tax returns! This year we’re using an online organizer called “Link,” from Intuit. Intuit runs our technology software here at FSR Wealth Strategies, and I wanted to give some best practices on how to use their application.
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