What To Expect
We pride ourselves in treating each client relationship like a partnership. We value the trust our clients place in us, which is evident in the long-standing relationships we’ve cultivated throughout the years.
From inquiring about our firm to gathering more personal information about you or your business, we provide a simple pathway to understanding our processes and procedures. Our ultimate goal is to make any experience with us a stress-free and valuable one.
Our clients can expect
Responsiveness
Professional Experience
Confidentiality
Personalized Attention
Efficiency
Client Integration Phases
Below are phases we typically follow for individual and business clients engaging with us for tax return filing. For other services we offer, the phases may be customized, depending on the unique needs and specificity of the situation.
Discovery Call
Get to know each other to access if our firm is the right fit
Onboarding
Confirm agreement to proceed. Gather personal information and learn how to best work with us
Individual Tools:
Preparation
Gather documents relevant to your specific business situation
Individual Tools:
Follow Up
Receive necessary documents for review, signature, and payment
Documents provided include Form 8879, Letter of Engagement, and final invoice
Close Out
We file your tax return and provide a copy for your records
