Tax season is here, and you are starting to think… Man, what do I need to remember to bring this year? The good news is: we have a simple tax checklist you can find HERE. We also send you everything you need to know in your client organizer. This packet includes our...
If you receive a phone call and the person claims to be with the IRS, the first thing you should do is ask for their name and badge number. Do not provide them with any answers to any of their questions or provide any personal information. Write down their name and...
