What makes a virtual tax and law firm valuable to clients?
In contrast to a traditional brick-and-mortar firm, clients can access tax and legal advice on a cloud-based, secure platform across all types of mobile devices without setting foot in an office. Lower overhead for the firm translates into reasonably-priced services and streamlined communications.
Access to sophisticated tax and legal help is a serious problem for many entrepreneurs, military families and small businesses. In offering a hybrid of tax and legal services, I hope to break down the barriers facing clients who would benefit from well-rounded counsel.
The firm welcomes clients on-the-move who embrace modern technology in the pursuit of reaching life and business goals.
Reliable Client Intake Process
You pick an available time. I send you the details on how to join an audio, video, or in-person meeting. Reschedule with a click if necessary.
After we agree on how I will help you, e-sign an engagement agreement with me detailing my services and fees.
I will send you an email invitation to login to the client portals. We will use the portals to communicate and share documents.
Login to your client portals to securely upload relevant documents and information as requested through messages and tasks identified in our communications.
Review the results of tax and/or legal advice and e-sign any required documents to complete.
Contact me during the year if you need any other advice!