Personalized service for each individual because no two people are the same nor their circumstances. With integrity and complete transparency we offer guidance and information to help each client make the best decision regarding their taxes.
Honest and open. Allowed me to be apart of the whole process which enabled me to get my best return ever.
Assess the customer's desire and need while sitting down and talking to the client. Give the customer a information sheet to fill out. Gather supporting documents and advise customer of needed documents. Openly discuss preparation fee's and inform client of potential return amount.