Unboxing your return
Since COVID-19 is forcing us to mail your tax return (at least for the time being) we made the world's most boring un-boxing video. Watch it while you open that big envelope we sent you, it could be really helpful.
Let's Get Organized
Your questionnaire and organizer are lengthy. And boring.
Sorry about that.
Good news is, we made a video to sum up, like Cliff Notes.
SmartVault is our client portal. It offers bank-level encryption for any sensitive documents we send back and forth. Watch the video to learn how to use it.