Do you have a tax preparer? If you aren’t going solo, are you planning to continue with the same tax preparer as last year? It might be wise to reach out to book an appointment to avoid the rush.
Need a recommendation? Just ask! We’d be happy to send along some of our preferred professional peers.
Speaking of, if you are thrilled with your current provider, let us know. Better yet, make a warm intro so we can see if they might be taking on new clients. Brio always wants to spread the love!