We build relationships, not just file returns.
The vast majority of our clients work with us year after year, and we really value these long-term relationships. Getting to know your situation, your history, and how you prefer to work makes everything smoother and more efficient for both of us. When something big does come up – an inheritance, a windfall, a big life change, a move between countries, or a change in citizenship – we’re happy to discuss this with you and we already know your background, so we’re in a great position to help you understand the tax implications.
We respect your natural rhythms. Many clients complete their questionnaire in February and we don’t hear from them until October. That’s completely fine – we’re not going to hassle you about taxes when you’re not ready to focus on them.
We work as a team. Your questions get answered quickly because we can route them to the person with the right expertise. No waiting weeks for one overloaded preparer.
We’re paperless and technology-forward. We use secure online portals where you can upload your documents. We’ll also deliver your tax return to you electronically. We avoid printing, mailing and scanning paper whenever possible.
We prioritize data security. All our systems are designed with privacy protection in mind, and we’re careful about which tools we use and how your information is handled.
