To prioritize the health and safety of our clients and team members, the majority of our meetings are conducted via HIPAA-compliant video conferencing calls. This approach is not only in response to the diverse variants of Covid-19, but also considers the risks posed by common colds and flus. Given that tax season witnesses a heightened workload, our team takes extra precautions to minimize illness risks. Post-tax season, our team seamlessly transitions to remote work, enabling us to enhance efficiency while maintaining a healthy work-life balance. This strategy ensures that both our clients and team members are safeguarded while enjoying the benefits of a flexible and efficient work arrangement.
Types of consultations:
To ensure identity protection, when sharing sensitive information during a scheduled meeting, an ID or a Power of Attorney (POA) might be required, especially when discussing absent individuals.
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