With hundreds of quality tax accounting firms in Southern California, why choose us? It's a simple, yet powerful question. And it's a question we spent hours trying to answer. We meet with marketing advisors. We meet with businesses coaches. We meet with industry consultants. And NONE of them helps us one bit.
So we went back to drawing board. Except this one wasn't blank. We filled that board with all our client needs, wants, fears, desires, and hopes. We asked simple, yet powerful questions like, "What keep you up at night about taxes?" "What drives you nuts about taxes?" "What do you want in a professional?"
We then asked ourselfves those same questions. Because we pay taxes just like you do.
And we compiled thoses answers, drank a couple of beers, and then put it in the mental "back burner".
About a week later, in a flash, the answer revealed itself. Since that date, 10/19/2012, we've completely redesigned the "Why", "Who", "How" we work.
For the purpose of this page, let's focus on the "why".
You should choose us because we're the only firm to offer a 5-Diamond Guareentee. You should choose you because we have similar values. You should choose us because we have speciifc expertise in tax areas that directly effect you.
Effective January 17, 2012
ALL clients get our 5-Diamond Guareentee
- We'll prepare your return correctly, or promotly refund your fee AND do next's return for a $1
- For Office Appointments: You'll never wait more than 20 mintues from your appointment time to see us, or we'll give you 2 GOLD AMC movie tickets
- For Mail Clients: From the time we have all your tax forms, we'll be mailing you out a completed tax return within 7 business days
- During the tax season, we'll return your phone calls the same day, discount next years fee 1%
- During the off season, we'll return your phone call within 48 hours, or discount next years tax return 3%
4 Bonus Reasons Why You Should Choose Us!
We are Discreet
What we talk about stays between you and me. Your business is your business, and NOBODY needs to hear about it. In fact, some clients who are related to other clients tell us they were surprised I knew about so-and-sos affair before they knew. My usual reply is, "I have no idea what you are talking about." To which they say, "Well Adam I know you know because my sister told me that she told YOU before me."
We consider your privacy to be a BIG DEAL. We have 128 bit data enryoction on all our files. Our backups are data enrycted. And nobody, not even the therapist or rabbi, knows the password. Well, except for Adam!
We Are Empathic
Your tax dedeuctions aren't just numbers on a tax form. They are the events of your life. Some events, like going to movies, are easy to talk about. But health issues, relationship issues, financial issues, which can have tax relevance, can be tramatic or difficult to reveal. We try to create a safe space for you to share your life with us. Because the more you share about your life, the more we can ask specific questions that have tax signitifance. And that could mean a bigger tax refund for you!
We don't judge
We have clients of every skin color. We have clients from every major religion. We have clients from different policial backgrounds. We have clients in all sorts of different relationships types. We have clients from 7 years old all the way to 93 years old. We have clients that never finished 3rd grade, and we have clients with 2 PhDs. We have clients that have gone BK 3 times. We have clients with FICOs of 850.
We only judge our clients by their ability to pay our fees, and our ability to provide the specific expertise for their tax situation.
We Are Open ALL Year Round
Unlike some firms, we are open all year. Yes, we do take vacations. Yes, our off season hours are limited. But we are NEVER more than a phone call away. Tax problems, and the IRS, don't ever go away. And neither do we.
~~~
For more information on the details of our 5-Diamond, please click here.
You can discover our firm values here. You can discover our specialties here.
