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* * IMPORTANT NOTICES * *
7/5/2025 - We will be providing information regarding tax changes from the new legislation in a few weeks, after we have completed education and can provide a summary of the changes for our clients.
Resources
Online resources available to our clients.
- Secure client portal
- Financial calculators,
- Monthly newsletter,
- Check your charity with the the IRS list of Tax Exempt Organizations
Need additional information be click the Ask Question button below or the current client link to send us a message via our secure portal.
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