Timely Reporting Update for a Client Tax Filing

A client realized they had provided incorrect information and needed an updated tax form. We responded with an updated form within minutes.

A client had inadvertently provided the incorrect trust situs at account opening, and now needed revised tax reporting for their accountant to complete their returns.

We provide revised statement and tax reporting within 24 hours; in this case, we provided the updated tax reporting to the client within 30 minutes.

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