Getting your tax documents together to send to your tax preparer can be overwhelming, but we can help! One of the most common questions we are often asked is, “What documents are needed for individual tax returns?”. Below is a list of some basic...
The Client Center Mobile App The Client Center mobile app is available as a free download for Apple and Android devices. The app offers on-the-go access to your Client Center documents and tasks. To locate the Client Center mobile app in the App Store or Google Play...
