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We offer a Secure Client Portal with unlimited Document Storage that can be used for tax documents and returns, as well as other financial information.

  

Simply send an email to rondi@accountabilities123.com with "VERIFYLE PLEASE"   in the subject line or call us to establish this feature offered at no cost.

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Tax Organizers

2020 Tax Organizer (pdf)Download
2020 Yes or No's (pdf)Download

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