Yes, we accept a limited number of new clients each year. Our focus is on building long-term, personal, and professional relationships, making us an excellent fit for those seeking a dedicated and tailored approach to their needs.

To schedule an appointment, start by completing our contact form, emailing us, or calling our office for an initial discovery call. During this call, we will determine if we are the right fit for your needs, share a letter of engagement, and provide details about our fees. After the discovery call, you will need to upload or send in the required documents. Once we receive the documents, we require five business days to review them before scheduling your appointment. Appointments can be booked online through the Schedule an Appointment icon on our homepage or by contacting our office.

By reviewing this information, we can ensure accuracy and set the foundation for a successful and comprehensive tax strategy moving forward. This helps us check for naming conventions, tax identification numbers, consistency, errors, or missed credits and deductions. Additionally, these documents allow us to identify any operating losses, investment losses, or credit carryovers that may impact your current return. The previous year’s tax returns also provide the adjusted gross income necessary for electronically filing your taxes.

Ciampi Tax expects clients to come prepared with their goals, questions, and challenges so we can provide tailored solutions. To ensure a smooth process, we ask clients to familiarize themselves with our onboarding process by reading the Getting Started page and gathering all necessary documentation in advance. By working together, we simplify record-keeping, audits, and tax-related matters to help you achieve your financial objectives effectively.

Simply send your previous accountant a letter informing them of your decision to switch to Ciampi Tax, and request all documents needed. We do not contact your previous accountant on your behalf. In most cases, your previous accountant is required to provide standard handover information and is not allowed to charge for this service. We will work closely with you to ensure the transition is smooth and hassle-free.

Ciampi Tax offers both online and in-person meeting options to suit your needs. You can schedule in-person appointments or choose remote options such as conference calls or Zoom meetings. Additionally, our secure online portal makes it easy to share documents and collaborate virtually, ensuring a smooth and convenient experience no matter how you prefer to meet.