Existing Clients

Thank you for returning for another tax season!

Exciting updates for the 2023 tax season! We're thrilled to announce significant improvements aimed at making your tax preparation stress-free, financially successful, and accompanied by amazing service. Starting January 15th, our revamped onboarding process will offer virtual and in-office appointments. For a seamless experience, our Customer Success team will reach out to schedule appointments for in-office and drop-off clients, while portal users can anticipate personalized "Tax Season Kick Off" messages from January 20th onwards.

 

What's new this year:

 

  • Enhanced communications for timely updates and efficient process management.

  • Upgraded secure client portal and mobile app for a user-friendly experience.

  • Improved Client Care Package now offers more options, including comprehensive tax planning!

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Our mission is to make this your best service year yet, ensuring your tax experience is hassle-free, allowing you to focus on what truly matters. Should you have any questions or want to kickstart the process sooner, call our Customer Success team at 619-258-2033.

 

We're here to assist and look forward to providing you exceptional service throughout the year!


Thank you, and we can't wait to make this tax season a breeze for you!

 

And remember, if you're feeling unwell, please opt for virtual assistance to prioritize everyone's well-being.

 

You can access your portal HERE (or use button at top of webpage)

 
 
New & improved Client Care Packages effective 1/15/2024

 

 

 

 
Embark on your financial journey with confidence! Our tax strategy packages, boasting an impressive average discount of 85% off a la carte prices, serve as your steadfast ally. Unlock substantial savings and strategic financial planning to navigate your path to prosperity seamlessly.
Picture yourself in the serenity of financial peace—your tranquil getaway awaits!
Introducing our improved Client Care Package, the gateway to stress-free living and ultimate peace of mind. As a gesture of our commitment to your financial success, all our tax clients are automatically enrolled in our Emerald Plan. Explore the endless possibilities for a worry-free financial journey. Your peace is just a click away!"

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