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Stay Ahead of Tax Season: Upload Your Documents Today!

2/12/2024

Upload Tax Documents Today

As we kick off the new year, tax season is in full swing. We sincerely hope your year has been off to a fantastic start. Here at Cornbelt Financial, we're dedicated to making your tax filing process smooth and stress-free.

By now, most of you should have received the majority of your tax documents from various sources. We encourage our current clients to take a proactive approach and upload all available documents to our secure portal as soon as possible. If you are looking for support on your taxes this year and are not yet a Cornbelt Financial client, please reach out to us today and we would be happy to discuss options with you. This proactive step will help us stay ahead of the tax deadline and avoid any last-minute chaos.

Current Cornbelt Financial Clients:
Action Required:
If you haven't already, keep an eye out for our engagement letter and client portal invites from the following email addresses:

If you haven't received these emails, we recommend checking both your inbox and spam folder. Adding these email addresses to your contacts will ensure that our system-generated emails make it safely to your inbox, keeping you informed every step of the way.

Why Upload Early?
Uploading your documents early allows us to review your information thoroughly, identify any missing pieces, and provide you with timely guidance and support. By working together proactively, we can minimize both yours and ours stress, provide a better experience for you, and minimize any potential issues.

Need Assistance?
If you encounter any difficulties or have questions about the uploading process, please don't hesitate to reach out to our team. We're here to assist you every step of the way and ensure that your tax filing experience is as seamless as possible.

Thank you for entrusting Cornbelt Financial with your tax needs. We appreciate your continued partnership and look forward to helping you achieve your financial goals in the year ahead.

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