Client QuestionnaireLarry ShughartJan 51 min readDownload the Client Questionnaire here and email it to larry.shughart@outlook.com. You will receive your login credentials to our secure portal within 48 hours. Thank you.Client Questionnaire.docxDownload DOCX • 95KB
Portal Information/Registration/Log In/Upload DocumentsI have attached a document with instructions for registering your portal account and logging into the portal. Once you are in the portal...
Meetings and Preparation ProcessFor those who are not comfortable with technology or meeting via Teams we can still arrange for a phone conference and document pick up. ...
Efiling Opens January 27thIRS begins accepting returns on January 27th. It is time to call us to get started on filing your taxes. https://www.irs.gov/newsroom/i...
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