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 Citrix ShareFile. With ShareFile, 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 ShareFile 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.

Pricing

In this section of the website, you can learn more about how I work with clients. First, I encourage you to click on the prices page to learn how I charge for tax return preparation.

Working Together

Next, learn about my engagement letter on the working together page. The engagement letter discusses what services I will provide you, and your responsibilities to ensure that together we create an accurate tax return that enables you to pay the least amount of taxes allowed under IRS regulations.

Available All Year

On the services page, you will see that I do more than prepare your tax return. I am available throughout the year to help with financial needs.

Ready to find out more?

Drop us a line today for a free quote!