HOW DO I KEEP TRACK OF INFORMATION SENT AND ENSURE THE QUALITY OF THE RETURN?

HOW DO I KEEP TRACK OF INFORMATION SENT AND ENSURE THE QUALITY OF THE RETURN?

  • The information we receive from you is sent electronically and the hard copy of files stays in your office.
  • Once we complete the returns and transmit it to you, we will not retain any information sent unless specifically told by you to do so.
  • You will review and approve the returns prior to e-filing / sending the prepared returns to your client.

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