October 19, 2011Tax season can be overwhelming, especially when you consider all the paper and manual tasks involved. We’ve worked hard in our firm to go paperless—creating a digital filing system that puts clients’ documents at our fingertips…so when you ask, we can send needed files to you immediately.Working with electronic files is far more efficient, so this year we encourage you to provide your tax source documents to us within your client portal. In turn, we will also deliver your tax return in your portal—there for you to review and retrieve when it’s convenient for you, 24/7. By following a paperless tax process you can eliminate:Manually printing, collecting, and delivering your tax source documents.Scanning in and emailing sensitive data (it’s far more secure to exchange files via your client portal).Receiving a printed copy of your return to manually file.And all of this adds up to a speedier and more secure tax process!Join us this year on Team GREEN!
These days, we seem to have endless articles on IT security while traveling, but far fewer on physical safety. Because summer can be big travel months for many businesses, we put together the following list of tips to help keep you safe while away from home.
As your trusted advisor, we are always looking for ways to improve your financial health—and that doesn’t stop at business activity. We also want to support you with tips to help you save money in your personal life as well.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!