Terms for New Client Acceptance
Effective May 1, 2025
At BB Tax & Accounting, we match clients with professionals who best meet their needs. New client acceptance depends on service compatibility and staff availability.
If it is determined that you are a good fit for one of our tax professionals, we will proceed with the following steps to onboarding:
- Initiate an interview with your prospective tax professional.
- Request a detailed onboarding questionnaire via our secure portal.
- Request your most recent tax return(s) (upload, drop off, or mail), if applicable.
Annual Service Steps:
- We will contact you about four months before any upcoming deadline.
- You must complete a firm-prepared questionnaire and sign a service agreement each year.
- Accurate responses are required to avoid additional fees.
General Policies:
- Our office is open year-round.
- Tax returns are published between Feb 1 - Apr 15 and May 1 - Oct 15.
- Inquiries are usually answered within 3 business days.
- Documents are processed within 10 business days (longer during peak months).