From Frustration to Efficiency: Why Leaving Your Tax Pro Could Be the Best Move
Taxes are frustrating enough without struggling to communicate with your accountant. It might just be in your best interest to start looking for a new tax expert before the tax season is upon us.
If you’re dreading the upcoming tax season, take a closer look at your relationship with your accountant. Do you need to make a change?
Communication Breakdown
Ever had a tax issue and couldn’t get hold of your tax pro to ask a question? Let’s face it, the last thing you need when you’re stressed about taxes is to be ghosted by your accountant. If you can’t reach your tax professional quickly and easily, you should consider switching to someone who is readily available.
Throw Tradition Out the Window
Are you sticking with your tax professional because that’s how it’s always been? Too many people still use their parents’ accountants instead of finding someone who works for them.
Loyalty is all well and good . . . until it isn’t. Before you go another year with the same person, consider your options. There might be someone better out there for you!
Change is scary but also the path to better tax strategies and better service. Sometimes, you just need a fresh perspective on your accounting needs.
Take a Flying Leap Into Modern Tax Preparation
Did you know you don’t have to do things the way they’ve always been done? No one has time to go visit their tax professional in some stuffy office with a waiting room full of scratchy chairs and fake plants. So don’t do it!
Today’s technology makes it a snap to work with your tax pro and it's so much simpler than before. When you use 100% virtual services, you get a lot of benefits, including:
Access from anywhere: You can be halfway across the world and still pop in to talk with your tax pro when they’re virtual.
Flexible hours: Finding it tough to fit tax planning into your schedule? You can easily communicate with your tax pro when you need to, via email, video calls, or messaging.
Secure portals: Upload your documents quickly and securely online.
Experts: Many virtual tax pros specialize in specific areas of tax prep, so you can find the perfect person for your needs.
Lower costs: No physical office means lower overhead, which translates into more competitive rates.
Year-round support: Get support any time of year, since tax pros are available whenever you need it.
Fast response: Ask Anna Tax’s goal is to return calls, emails, and chats within a business day.
Boost Efficiency with the Ask Anna Tax Portal
Handling physical paperwork is a pain and so is visiting your tax accountant. Ask Anna Tax eliminates all that hassle with a simple online portal.
The portal is ridiculously easy to use. You can access it from anywhere, via computer or mobile app, and upload documents by snapping a photo with your phone. The app automatically saves your documents as PDFs for your tax pro to check out.
Sensitive information like your social security number and date of birth can be securely sent via the portal. That means no need for a phone call!
If you’ve ever suffered through waiting for your accountant to get back to you on your tax return status, you’ll love that you can just check the portal now. It’s quick and easy to see exactly where Anna is in the process.
Need more information? Contact Ask Anna Tax today.
