Process
Our Process
Our clients appreciate the fact that as a B-corporation we try to conserve resources and operate as paperlessly as possible. We have worked hard to streamline processes so that we ask you for information once and once only. We strive to get back to every client request within 24 hours--even if it's 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 take payment in-person using Square terminals on iPads, online via Paypal on this website, or by mail through standard checks.
- We offer a industry-shattering mobile application that snaps pictures of receipts, scans for relevant information, and saves everything directly into your phone. Don't miss out on thousands in deductions you can't track because receipts are lost.
- We provide rapid delivery of your return via PDF so you never lose track of it.
- We utilize relationships with leading banks to set up look-only access to your information to make the bookkeeping process for your business as painless for you as possible.
And the process is always changing. We have a firm commitment to making your experience as pleasant and consistant as possible.
