Annual-Review-Checklist page updated.

The new 2 page checklist and long version tax planner in printable pdf is now available. Please review your records prior to Annual Review appt.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s