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Why We Use an Answering Service (And How It Helps You)
At our firm, we believe in being accessible to our clients, especially during the hectic months of tax season. But we also believe in giving each client our full attention when we're working on their returns. That's why we use a professional answering service, and today we want to pull back the curtain on how it works and why it improves your experience.
Lauren Knoll
Jan 123 min read


What to Bring to Your First Meeting with a CPA
When meeting with a CPA, preparation makes all the difference. Walking in organized doesn't just save time, but it can actually save you money and help ensure you're getting every deduction you qualify for.
Lauren Knoll
Jan 53 min read


Get Ahead of Tax Season: Start Uploading Documents to TaxDome Now
Tax season doesn't officially begin until late January, but the clients who have the smoothest experience—and often the best outcomes—are the ones who start early. Every January, we see the same pattern: some clients scramble to find documents at the last minute, while others have everything organized and ready to go.
Lauren Knoll
Dec 22, 20253 min read


How to Sign Up for Our TaxDome Client Portal
If we have invited you to join TaxDome, you're in for a pleasant surprise. This secure client portal makes working with us easier than ever! No more scrambling to find documents, chasing down signatures, or worrying about email security. Here's everything you need to know about signing up and getting started.
Lauren Knoll
Dec 1, 20255 min read
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