February 16, 2015
Good Morning everyone! I just wanted to give a quick reminder that we are offering all of our clients the opportunity to use portals for their tax returns and other financial documents. They are easy to use and 100% secure. All you have to do to use the portal is have an active email account, and give us your email when you bring us your information. After that we will set up your portal. You can access your financial documents anytime anywhere.
So if you have any questions about portals please feel free to give us a call or talk to Laura when you drop off your tax information she will be happy to help you with questions you might have.