Podcast: Clients Portal Intro Stimulus Intro

I wanted to let our client’s know that on their portal account, there is a Tax & Financial Planning Package.  We created it, and personalized it for you.  Please, take some time to check it out.  Also Stimulus Checks are still being processed.  Please be patient because the IRS system is still a work in progress. Here’s a walkthrough.

Podcast: Play in new window | Download (Duration: 10:24 — 5.7MB)