Communication
We operate in a team environment to ensure coverage and to expedite communication. To benefit from this please mark the following email addresses as “safe senders” and take advantage of them as follows:
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- Concierge@AccountabilityServices.com – The Client Experience Team is here to help. When in doubt reach them here. Here’s what you can expect from your Accountability Services concierge:
- Ensure timely responses to client inquiries
- Keep you notified of project lead times
- Request tax information on the behalf of the Tax Team to keep workflow moving forward
- Communicate opportunities to help you optimize your personal and business goals
- Collect your valuable feedback for our Team so we can continue serving you better
- TaxTeam@AccountabilityServices.com – Direct all tax related inquiries here as this inbox is monitored by our entire tax team. Submitting tax inquiries to individuals directly may result in a delay in responsiveness.
- CASTeam@AccountabilityServices.com – Valuable reminders and information relevant to business activity is often shared from our Client Accounting Services (CAS) Team email.
- Info@AccountabilityServices.com – Our Monthly newsletters and other important information is issued from this email throughout the year. Our newsletters are not marketing, we share major compliance changes, opportunities, and tips.
- [Staff Name]@AccountabilityServices.com – You will also receive emails directly from staff members, particularly when working with our Client Accounting Services (CAS) Team on your advisory and non-federal-tax compliance work.
- Billing@AccountabilityServices.com – Please send any billing questions here.
- Concierge@AccountabilityServices.com – The Client Experience Team is here to help. When in doubt reach them here. Here’s what you can expect from your Accountability Services concierge:
Our Responsiveness
Allow 2 business days, 4 during tax season for a response.
We close from April 16th – April 30th every year and the last 2 weeks in December.
Tax Specific Details
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- Official tax engagement letters are issued annually around January 10. These must be signed.
- Review The “What Is Tax Ready?” document we issue every January. Being properly “tax ready” is a critical factor in your tax preparation lead time.
- Once “Tax Ready”, a return is typically turned around in 4 weeks.
- To avoid an extension, we need everything tax ready by February 15 for Business returns, and March 15 for Individual. We call this our “No drama / No ‘hair-on-fire’” policy. This is how we avoid making mistakes.
- We do not process tax returns from April 11-30.
- To avoid filing a late return (if extended), we need everything tax ready by August 15 for Business returns, and September 15 for Individual.
- We have a rigid Quality Control process: every tax return gets reviewed – “2 pairs of eyes on every tax return”.