Tax Organizer Time

January 21, 2014

2013 Tax Organizers are being uploaded to our new NetClient portal this week.  We will be snail mailing a handful of them this week as well.  Watch your Inbox and snail mailbox for delivery.  Contact Kerri at our office if you have questions or need assistance.  Also be sure to watch our 2013 Tax Organizer how-to video which is below this blog on our Homepage.


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Client Center

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Office Hours: Monday - Thursday, 8:00am - 5:00pm, Friday, 8:00am - 2:00pm
Phone: 703.383.9710 • Fax: 866.383.2033 •