Some various notes for clients…
Fee receipts are in your vault folders (client portal see link below) for those of you billed by account and not directly via Square.
I have put together a state by state tax guide for MA “tax refugees” which can be found here: State by State Tax Guide for MA Refugees
I am working through tax forecasts and year end planning for you - some of you I have completed others still in various processes.
I plan to take a semi vacation the last 2.5 weeks of December to spend some more time with the kids. I will be available for urgent matters but hope to finish up all of your planning needs by December 12.
I’d like all clients to update data and connections in the planning software. Can you take sometime to do that? It would help a lot > Link to client portal.
Thank you!
~Chrix