FOLA is a financial operations platform, not a bank, law firm, or accounting firm. Banking data shown here is read from the accounts you link. Balances stay at your bank and remain covered by that bank's FDIC insurance up to $250,000 per depositor, per ownership category, if conditions are met.
Tax preparation and tax planning services are performed by licensed professionals on the FOLA advisor network. Compliance dates shown are generated from your questionnaire answers and public filing calendars. They are reminders, not legal advice. Confirm deadlines with your advisor before relying on them.
Bookkeeping, payroll, and document services are provided under your FOLA plan. Payments to FOLA are billed to your payment method on file. See the FOLA Terms of Service for details.