The Client Experience

I firmly believe the best way to operate a business is to make it as easy as possible for clients to engage in that business. As such, my tax preparation business was designed so that anyone in the world, regardless of location, can enjoy a convenient and successful income tax filing experience. I truly do welcome clients from all parts of the globe!

As a client, you’ll enjoy a tax return experience that’s geared towards your utmost convenience. The Client Portal allows you to securely and instantaneously transmit your tax documents to me from anywhere in the world, on any device with Internet connection. Upload your documents all at once or piecemeal as you receive them – it doesn’t matter, whatever works best for you. Long gone are the days of having to send or deliver paper copies of everything to your tax preparer. Did you receive a tax document in the mail? Snap a picture of it on your phone and upload it to me via the Client Portal. Is your W-2 available online from your employer? Just drag and drop it into the Client Portal. It’s that easy. No more wasting time, money, or energy on handling physical documents. No more unnecessary delays. And the best part? Once you upload a document to the Client Portal, it will be securely stored there for as long as you’re a client. So you’ll be able to easily access your prior year tax returns and tax documents.

You’ll also enjoy the ability to electronically sign all necessary documents, which is another huge time saver. The Engagement Letter, Form 8879, etc. – all of the documents requiring your signature over the course of the tax preparation process, you’ll be able to sign from anywhere in the world. This speeds up the tax return process for you by again avoiding unnecessary delays.

When it’s time to pay for my services, you’ll be provided with a downloadable invoice that is payable from anywhere in the world by a variety of electronic payment options, including your credit or debit card. No more needing to travel to or call your tax preparer in order to pay for their services. No more needing to wait for a check to be mailed to your tax preparer. As a client of mine, you’ll be able to conveniently pay your invoice online, from the comforts of your own home (or anywhere else in the world that life may take you).

Above all else, as a client, you’ll be treated with the attention to detail and respect that you deserve. As your trusted advisor, I’ll be with you every step of the way. You won’t be passed around between different staff members and partners on a yearly basis. When you have a question, your phone call or email won’t be forwarded to someone else just because the intended recipient doesn’t want to handle your question. On the contrary – when you’re a client of mine, you’ll always hear back from me, promptly; and you’ll always receive the same excellent, one-on-one treatment year after year. I pride myself on being extremely responsive and available to my clients.

Filing a tax return can be very stressful. It doesn’t have to be nearly so stressful when you have a knowledgeable and responsive advisor on your side.