Our firm provides a high level of expertise to clients with complex needs. Forming a new professional relationship is an important mutual decision that requires clear expectations on both sides. During our new client intake process, it is important for us to assess the value we can provide to you, effectively answer your questions and ensure our services are a good mutual fit for your tax compliance needs.
We recognize that sharing your social security number can raise concerns, especially if you feel you don’t require our services. We want to assure you that we take our responsibilities seriously as representatives for the IRS, and we are committed to upholding our due diligence in managing personal records. Ultimately, the decision to provide your social security number rests entirely with you.