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Marketing Email – Reminders

Marketing Email – Reminders

• Tax planning – get it in before the year-ends
• The CA retirement plan requirement
• CA SOI Filings – ensure they are up to date. We can help you with this for $X fee for non-bookkeeping clients

Disclaimer: This content is provided for educational purposes only and is not legal, tax, accounting, or financial advice. Every situation is unique, so consult your own attorney, CPA, or financial advisor before making decisions based on this information.