The Client Experience
You should always know which step you are on.
From the first inquiry to the completed filing, the process is the same five steps—so nothing depends on remembering what was said in an email six weeks ago.
- 1
Tell us what you need
Complete a guided inquiry based on your tax, accounting, or resolution concern. The questions are limited to what is needed to route your request—no identifiers, no documents.
- 2
Discuss the situation
Meet with Anette to clarify the facts, deadlines, and appropriate service. Scope and expectations are confirmed before any work begins.
- 3
Use the secure ClientHub
Upload documents, complete questionnaires, and exchange sensitive information through the encrypted client portal rather than email.
- 4
Review and complete the work
The firm prepares and reviews the work, then communicates questions or recommendations before anything is finalized or filed.
- 5
Plan the next step
Receive completed work, an explanation of the items that matter, and guidance about upcoming deadlines or planning opportunities.
Document handling
Why documents do not travel by email
Tax records contain exactly the information identity thieves look for. Email is not built to protect it, and attachments live in inboxes indefinitely.
What belongs where
- Web form or email
- General questions, scheduling, and a plain-language description of your situation.
- Secure ClientHub
- Tax documents, government notices, payroll and bank records, financial statements, signature requests, and completed returns.
- Phone or in person
- Anything time-sensitive, and any conversation where it helps to talk it through.
Submitting an inquiry does not create a professional engagement. An engagement begins when scope, responsibilities, and terms are agreed in writing.
Tax questions are easier to solve before they become tax emergencies.
Work with Anette Desbaillets, EA, for year-round tax preparation, accounting support, planning, and IRS representation.