At Jon Bell CPA & Associates, our focus is to provide very personal and precise tax and accounting services for our clients. We know you will appreciate our commitment to excellence.
We do accept new clients on a case-by-case basis, ensuring that the fit is right for both of us. To provide you with a seamless experience, we have specific guidelines in place for communication and expectations:
Communication is critical to the high quality of our work, and we have adapted a Communication Protocol that we ask that both our team and clients follow in any written communication between us. We place a high value on your time, and this system helps ensure that your emergent matters get addressed as soon as possible.
In providing top-notch security and rigorous internal control maintenance, we maintain your confidentiality to the best of our ability via our cloud-based portal: Our portal permits 24/7/365 immediate & auto-encrypted access to documents and files. Your data is always available and retrievable from any location. You agree to communicate with us via our portal. We do not accept email attachments because we wouldn't think of jeopardizing the retrieval of your information from unsecured email.
We are a Deadline-Intensive Company: Due to our fiduciary responsibility to you, we provide clear deadlines for submission of information to us. You agree to follow our deadlines so we can timely prepare and submit complete and accurate tax filings.
Video meetings: We value your time. With any PC or mobile device, you can see, hear, and conference with us in real-time. You agree to meet with us via phone or video.