Tax Portals
The Proof is in the Portal
- 1
From the May 2012 Issue.
As I evaluate the previous tax season, I honestly feel that it was one of the best ever for my firm—despite a few curve balls like the IRS allowing brokerage firms to delay delivery of 1099’s for nearly a month (talk about workload compression). What made all the difference this year is having a highly efficient, standardized tax workflow process in place.
With all the challenges that inevitably arise during busy season, it is important that firms have an...
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