July 15, 2015

MEMO

 

TO:        Our Clients

 

FROM:   Paul F. Sullivan, CPA

              Raj Goenka, CPA

 

RE:         New Electronic Mailbox System
              (Sullivan & Company Secure Portal)


Beginning September 1, 2015, Sullivan & Company, CPAs will have a new Electronic Mailbox System (Sullivan & Company Secure Portal). You will receive a follow up email with your login and password information in the beginning of August.

As part of our transition to the new system, documents in the current Electronic Mailbox will be available to you until July 31, 2016. In addition, all 2014 tax returns and information will be transferred to the new Electronic Mailbox beginning September 2015.

We are sending you this memo to give you advance notice of the changes to come. Please call our office is you have any questions.

 



4709 Montgomery Lane | Bethesda, MD 20814

Phone (301) 657-8080 | Fax (301) 657-9055
Website:
www.esullivan.net | E-mail: psullivan@esullivan.net
 

The opinions contained herein are not intended to be investment advice or a solicitation to buy or sell any securities. Information obtained from sources deemed to be reliable, but accuracy or completeness is not guaranteed. Past performance is not a guarantee of future results. Performance figures contained herin do not represent actual client portfolios or results. Actual results may significantly differ from the model portfolio returns presented. Archer Investment Corporation manages the Archer Funds. You should carefully consider the investment objectives, potential risks, management fees, and charges and expenses of the Funds before investing. The investment return and principle value of an investment in the Funds will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. The Fund prospectus contains this and other information about the Fund, and should be read carefully before investing. You may obtain a current copy of the prospectus by calling 800-581-1780.
 
 
 
 
 

Sullivan & Company | Certified Public Accountants | 4709 Montgomery Lane #201 | Bethesda, MD, 20814 | 301-657-8080