Tax organizer client letter - Spidell

Tax organizer client letter

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Message Board Tax organizer client letter

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    • #282122
      Kostyantyn Oreshkov
      Participant

      I am registered for the seminar for Jan 18/19, but I would like a copy of the Spidell suggested client organizer letter before then if possible. I can’t find it on the website.
      Thank you.

    • #286528
      Carlos Matilla
      Participant

      I am registered for the seminar in January and would also like a copy of the letter before then. I can’t find it on the website either. In prior years you’ve emailed the letter to us in December. Are there any plans on sending us the letter soon?

      Will someone please respond?

    • #286537
      Lynn Freer
      Participant

      The email went out on the 6th but I’ve asked Ashley to resend it to you. There is a link to the manual and you can either print or use the electronic copy or both. Reply here if you don’t get it

    • #287139
      Carlos Matilla
      Participant

      Thank you. Unfortunately I still have not received the email.

    • #287175
      Lynn Freer
      Participant

      I just emailed it to the email we have on file for you.

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