DOCUMENT  MANAGEMENT

Tracking down K-1s can be an arduous process. To help you get organized, we’ll provide you with a list of K-1s to expect and we'll work collaboratively with you to track them down. Our secure document storage system keeps every K-1, every investment document, and all other critical files in one highly organized place, reducing your tax-time stress, accounting fees, and on-site file storage needs.

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