Evolved Tax Client Service Checklist

Evolved Tax Client Service Checklist

How To Identify Superior Client Service

The number one reason new clients switch to Evolved Tax and Advisory from their previous tax advisors is that Evolved Tax offers a superior client service than other firms. The team at Evolved Tax understands the significance of excellent client service and prioritizes making each of client feel they are in capable hands.

Clients easily identify when they receive poor service, whether it’s a failure to complete tax returns on time, slow or absent communications, or filing an erroneous return. Conversely, clients sometimes struggle to identify excellent client service.

To guide current (and potential) clients, we’ve gathered a list of Evolved Tax’s strengths when it comes to client service. Use the below lists to evaluate whether the client service you are receiving is of a high standard.

Does Your Tax Advisor…

Proactivity:

1. Reach out to discuss tax strategies?
2. Send out an annual checklist of tax forms you should expect to receive?
3. Identify ways to reduce your tax liability during the return preparation process?
4. Alert you of upcoming legislative changes that may affect your finances?

Efficiency:

1. Use the newest technology to increase return preparation accuracy and efficiency?
2. Offer cloud-based portals for real-time uploading and downloading of documents?
3. Work with all members of your finance team to get quick access to information?
4. Provide investor K-1s well before the tax deadline?
5. Offer ample time for you to review your returns ahead of the tax deadline?

White Glove Service:

1. Offer support for all tax-related submissions?

-              83(b) Elections

-              1099 filings

-              Sales tax filings and applications

-              BOI reports

-              FBAR and other foreign disclosures

2. Provide complimentary support for standard IRS and state agency notice letters?
3. Remit all tax payments on your behalf? This includes, but is not limited to, estimates, extensions, return balances, and notices.
4. Perform tax due diligence on all deals and agreements?

Technical Acumen:

1. Have a strong understanding of the tax law and how it applies to your unique situation?
2. Understand the tax trends within your industry?
3. Have hands-on experience with complex, high-level transactions?
4. Understand all the various required disclosures?
5. Submit error-free tax returns?

At Evolved Tax, we pride ourselves on our level of client service. If you sense you aren’t receiving a high level of client service from your current tax advisor, contact the team at Evolved Tax for a free consultation.