How I Work with Clients

Mark Schwanbeck Tax Preparation - How I work with clients

My clients are the most important part of my business, and I will work tirelessly to ensure your complete satisfaction.

While I am happy to work with you through the mail or Federal Express, most of my clients share files with me using a secure file portal hosted by TaxDome. With TaxDome, you upload your tax documents using the latest encryption technologies to make sure that only you and I have access to your private information. Once your tax return is completed, a copy will be placed in your TaxDome folder.

When there are questions, or we need to meet, I will set up a virtual meeting using Zoom, the leader in modern video communications. With Zoom we can share screens and view your tax return and documents at the same time.

Ready to find out more?

Drop us a line today for a free quote!