SafeSend Returns Client Video
A typical 1040 return experience using SafeSend.
SafeSend Organizers Client Video
A typical experience using SafeSend Organizers.
Tax Organizer
New Client Tax Organizer for tax year 2023
1099 Worksheet
Fillable 1099 Client Letter and Worksheet
Handout: Inheriting IRAs
Changes from SECURE Act 2019 and beyond by Tim Hilterman.
Handout: Retirement Income
Changes from SECURE Act 2019 and beyond by Chris Nadler.
Handout: Social Security & Medicare
2023 Fall Seminar Handout by Tracy Wells
Milestones To Retirement Checklist
An overview of landmark ages to keep in mind.
