As the Financial Services Manager here at Blumer, I wanted to share with you a little information about our firm’s internal process for creating your tax return. Rest assured, there is a lot happening behind the scenes to ensure that your tax return is prepared carefully and completely. So let me pull back the curtain a little so you can see what is going on behind the scenes. The process kicks off when you fill in the questionnaire (also known as the Client Needs List) and upload any tax documents we don’t have to your Client Portal. If we [...]
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