May 9, 2023
We’re back from our post tax season break and working “summer hours.” Tuesdays – Thursdays
The Bottom Line 2023 Newsletter.
You can schedule Zoom or Phone appointments by going to https://calendly.com/thebottomline
You can reach us by phone (215-238-0230) or email (email@example.com)
Returning clients and new clients can upload documents to our secured client portal https://thebottomline.securefilepro.com/portal/#/login
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Your privacy is important to us and your financial security is a priority. For this reason, we do not release or disclose any information or copies to anyone other than you, our client. This includes your parents, your children, and your bank. If you need copies of your returns or other tax documents given to anyone, you must personally request and obtain these items from our office and forward them onto the relevant parties. (And please be aware there is a fee for copies, digital or hard copy.) We cannot give any documents or sensitive information to anyone other than you. We’re not trying to make your life difficult, just trying to protect you from risk.