Hi,

Welcome!

We are delighted to re-welcome you to working with our team. It's a pleasure to be part of your entrepreneurial journey, and we're excited to be working together towards your financial success.

We specialize in providing accounting services tailored specifically for entrepreneurs like you. Your trust in us is greatly appreciated, and we want you to know that our team is committed to ensuring you feel supported and well-serviced at all times. Here's to a successful partnership!

WHAT TO EXPECT

Booking & Welcome

After completing your proposal, engagement letter, and payment, you will receive a Welcome email to review your welcome guide so you know what to expect from our team. If you have questions, please don't hesitate to reach out to our team at contact@exceptionaltaxservices.com.

Information Gathering

On the date or at the timeframe specified in your welcome email, you will then be prompted to provide access to accounts and documentation requested through your client portal. For tax clients, a tax organizer and uploads of your tax documents will be requested. Once completed, we will begin completing deliverables as outlined in our agreement.

Deliverables Completion

Next, our team will complete deliverables as outlined in our agreement. From bookkeeping and tax prep to advising and monthly financial statements, we'll keep you updated on every element of your contracted deliverables. Monthly bookkeeping clients can expect monthly financial statements on the 15th of each month, while tax prep clients can expect their returns within 7-14 days of receiving the requested documentation.

Off-boarding & Farewell

Once all deliverables are complete and our contracted engagement has come to a close, our team will provide final documents related to your deliverables, answer your final questions, and provide an official close-out email with a friendly farewell.

Policies & Boundaries

Please review our policies and boundaries so you know what to expect as we work together.

Office Hours & Observed Holidays

Our office hours are Monday – Friday 9:00 AM – 5:00 PM. Our office is closed on Saturdays and Sundays. We are accessible by email from 9:00 AM -5:00 PM and accessible for meetings on Tuesdays and Thursdays.

Our office is closed on the following holidays.

January 1,2- New Year's (Observed)
January 16 - Martin Luther King Day
May 29 - Memorial Day
June 19- Juneteenth
July 4 - Independence Day
September 4 - Labor Day
September 12 - My Birthday
October 4- My Wedding Anniversary
November 10 - Veteran's Day (Observed)
November 21 - 24 - Thanksgiving Vacation
December 24-31 - Christmas Vacation

Communication Policy

Response Time. Our team will respond to your inquiries via email within 24-48 hours of receipt Monday- Friday during our office hours.

Methods of Communication. Communication will only be handled via email. Facebook Messenger, Instagram DM, and text messaging are not to be used as a form of communication when doing business with our team. If you send me a chat in our Client Portal and you don't get an immediate response from me, you don't need to email me in addition to your message in the Client Portal. I will respond via the Client Portal to your message within 24- 48 hours.

Calls and Meetings Policy. In preparation for our check-in meetings, I may ask for an updated year-to-date profit and loss statement and any recent pay stubs. Please have these items available as they will assist me in calculating accurate tax projections. If I do not have this information, the meeting will have to be rescheduled. Regarding the scheduled time of the call, I will wait for your arrival for 10 minutes. After I've waited 10 minutes, the call will be documented as a no-show and must be rescheduled.

Confidentiality Policy

We adhere to a strict confidentiality code and no information will be divulged to a third party. We take your confidentiality very seriously – all passwords and personal information are kept private and we use the highest level of internet security. Additional confidentiality measures are outlined in our contract. You can find more details about our confidentiality policy in your contract.

File Sharing Policy and Access

We use an encrypted portal made for accountants called Canopy. This secure portal is where you will upload all tax documents. Please rest assured that confidentiality and privacy is my top priority. Please refrain from sending us any tax documents via email as this is not considered a secure means of communication.

Support Policy

We pride ourselves on providing our clients with the very best service and support.

Requesting Support. To request support, simply submit your questions via email.

Response Time. Once you have submitted your support request (via email), you can expect to receive a detailed email response from our team within 24-48 hours.

Additional Support. If you need to book a call, please email us at contact@Exceptionaltaxservices.com and one will be scheduled for you.