This is not an offer, solicitation of an offer, to buy or sell securities. Past performance is not an indication of future results. Investing involves risk and may result in partial or total loss. Prospective investors should consider carefully investment objectives, risks, charges, and expenses, and should consult with a tax or legal adviser before making any investment decision. For additional information, visit www.cardonecapital.com/disclosures.

JD Frost- Our Process – Part 4 – Collecting Your Information

In this Show

The best laid plans are ineffective if the team doesn’t have the right tools to succeed. At J.D. Frost and Company, we have an thorough checklist of documents that we collect from our clients to ensure that tax preparation and tax planning is an incredibly smooth process.

(Visited 22 times, 1 visits today)