Client Process

We have worked hard to streamline processes so that we ask you for information once and only once. We strive to get back to every client request within 24 hours-even if it to notify you that we are running behind. Our commitment to constant process improvement means we are on the cutting edge of every technology.

Here’s a few examples:

  • We utilize customized client organizers for all returning tax clients, helping you gather exactly the documents you need and ensuring we don’t miss any valuable deductions.
  • We offer multiple options for scheduling every meeting, including 3-5 appointment slots to choose from, in-person or online meetings, and have automatic day-before reminders to make sure you don’t miss the meeting.
  • We provide rapid delivery of your return via PDF so you never lose track of it.
    And the process is always changing. We have a firm commitment to making your experience a pleasant and consistent as possible.