Changes from SECURE Act 2019 and beyond by Tim Hilterman.
Changes from SECURE Act 2019 and beyond by Chris Nadler.
2023 Fall Seminar Handout by Tracy Wells
A typical 1040 return experience using SafeSend.
A typical experience using SafeSend Organizers.
New Client Tax Organizer for tax year 2023
Fillable 1099 Client Letter and Worksheet