Reminder to Go Green – Exchange All Docs in Your Portal

Now that we are well into the month of December, it’s time to offer another friendly reminder to start getting your tax documents together. It’s also a good time to remind you to use your portals for both uploading your documents and receiving your tax return. Wouldn’t it be great to go completely paperless this year? And you can’t beat the convenience. No dropping off papers or disks, and no trips to the office to sign your return. It can all be handled online…from your secure, personal client portal!We’ve worked hard in our firm to go paperless, and we encourage you to do the same by using your portal. Let’s all go green together this year and enjoy a speedier and more secure tax process.

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Testimonials

  • We started our residential real estate business and brought Damon on as our principal adviser for all matters relating to taxes & accounting. We have doubled our business each year and Damon is a critical partner that has allowed us to successfully focus on our business.

    – Dan and Rachel Kendall
    Owners, The Rachel Kendall Team, LLC - Raleigh, NC
  • Damon Yudichak is a diligent and consistent professional. I’ve worked with Damon since 2009 and I’ve felt like a valued customer since the beginning of our relationship. His firm is consistent, courteous, and knowledgeable. He and his firm are a vital link to my business.

    – Al Sullivan, President
    Inspirus Consulting, Inc. – Cary, NC
  • Owning a small business… to me, it’s worth millions! Bringing Damon on for accounting and tax purposes… just a reasonable monthly fee! Keeping our business legal and my business partner sane… PRICELESS!

    – Tonya Baskerville, Owner
    Art on the Fridge, LLC – Raleigh, NC