by Megan Justice | Aug 4, 2024 | FirmAdministration, IncomeTax, SmallBusinessTaxes, Taxes, TaxReturnPreparation
Auxiliary Software Consents Prioritized FIFO Communications Your informed consent is important Our Auxiliary Software Consents are just one of the ways we ensure you’re informed bout the tax return preparation process. As an onboarding client (and every year...
by Megan Justice | Jul 18, 2024 | FirmAdministration
Communications Prioritized FIFO Work Completion Firm Focus and Administration We lean into written communication first, and we need our clients to do the same. That’s right. Need. not want. Not ask. Need. We encourage you to send any question you have our way...
by Megan Justice | Jul 18, 2024 | FirmAdministration
Firm Focus & Administration Prioritized FIFO Work Completion Communications Several times a year, we pause all client work to focus on the firm. The most intense times of Firm Focus & Administration are generally between April 15th and April 30th and again...
by Megan Justice | Jul 18, 2024 | Accounting, FirmAdministration, IncomeTax, SmallBusiness, SmallBusinessTaxes, Taxes, TaxPlanning, TaxProjections, TaxReturnPreparation
Prioritized FIFO Work Completion Firm Focus and Administration Communications Your Tax Return is Important. And it exists in a queue with other tax returns, tax planning and projections, accounting, and other projects that all have to be prioritized. We can’t...
