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Your personalized team for financial success.
Meet the dream team
Kevin Brewer
Tax Preparation Specialist
Insert bio about Kevin here and how he will assist the customer.
Tanya Howard
Case Manager
Insert bio about Tanya here.
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File Onboarding
FP ORGANIZER
any other documents?
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Document Review
Your case manager team will review your submission and file the necessary documents.
There is no action required from you at this time
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Wrap-up
After review, your return will be submitted. Your case manager team will reach out if any information is needed… (talk bout doc-u-sign?)
