Communication Guidelines

How to Reach Us and What to Expect

Thank you for being a valued client. To ensure you receive the highest quality of service, please review the following communication guidelines.

My work is mentally intensive and requires deep focus — understanding how and when to reach me helps me serve you better and respond more effectively.

Response Times

Due to the focused, detail-oriented nature of tax and financial work, I am not always immediately available. My phone is frequently set to silent to allow for uninterrupted concentration.

Please do not be alarmed if you do not receive an immediate response. All messages are reviewed and addressed in the order received.

Preferred Communication Methods

To ensure your requests are handled efficiently and securely, please use the appropriate communication channel outlined below. Using the correct method allows us to respond more effectively and maintain the quality of service you expect.

  • The client portal is the best and most efficient way to submit all requests, documents, and questions. Using the portal ensures your request is properly tracked, organized, and addressed promptly.

    📱 Download the TaxDome Client Portal App

    For added convenience, the TaxDome Client Portal is available as a mobile app — making it easy to submit requests, upload documents, and stay updated directly from your phone.

    Use the portal for:

    • Submitting documents and tax materials

    • Sending actionable requests or follow-ups

    • Asking non-urgent questions

    • Reviewing shared files and completed work

  • Email is an accepted method for submitting actionable requests and questions if you are unable to access the client portal.

    ⚠️ Security Notice:

    Please do not send sensitive personal information — such as Social Security numbers, financial account details, or other personal data — via email.

    All tax documents must be uploaded securely through the TaxDome Client Portal.

Text Messages and Phone Calls — Please be aware that text and phone call availability is extremely limited and should be reserved for urgent issues and emergencies. Otherwise, most communication can be resolved through the client portal or via email.

If you reach voicemail, leave a detailed message including your full name, callback number, and a clear description of your request along with any relevant deadlines or context.

Scheduled Meetings

For Tax Questions and Planning

For detailed tax questions, tax strategy discussions, or proactive tax planning sessions, a scheduled meeting is the most effective option.

Meetings are available in the following formats:

    • Best for detailed tax questions, one-time planning discussions

    • Time-frame - 30 min

    • Rate - $50

  • Pre-pay and save!

    • Best for ongoing tax planning & strategy

    • Meetings - 4 (approx. one meeting per quarter)

    • Total Investment - $300

To schedule a meeting, select a time here.

Thank you for your understanding and cooperation.
We appreciate the opportunity to serve you.