Returns, governance hygiene, and the unrelated-business questions that show up later.
The firm is built around owners and private clients. If a tax-exempt file fits, we will say so. If it does not, we will say that too.
Returns and the file behind them.
When the activity looks more like a business than a mission.
We will tell you if this is our work or a referral.
Assessment, or call.
The firm is built around owners and private clients. If a tax-exempt file fits, we will say so. If it does not, we will say that too.
We will route it honestly.