Welcome
Welcome as a client or team member. Below we highlight meaningful operational platitudes.
Given
Professionalism, integrity, reliability.
Value added
Look to add value beyond just a complex tax return.
Cost vs. benefit
Benefits shall exceed costs. Fees at market rates or below.
Answers
All questions are answered.
Foresight
Look to identify opportunities beyond just the client question to address what they do not know or possibly see coming.
Timeliness
Meaningful responses within two business days, communicate and make deadlines, prioritize what matters.
Personal time
Respect staff and client time off.
Client advocate
We strive to support all legitimate strategies and offer our best.
Completion
We strive to support all legitimate strategies and offer our best.
Improvement
We strive to get better.
Better
We work to be the best for the cost with the very specific clients we serve.
Courtesy
A concise virtual smile and courtesy in all interactions.
Availability
Expect meaningful and actionable responses as a team and one click availability for individual team members.
Time
Efficiently use both staff and client time.