Initial visit or virtual meeting
Our team takes the time to understand your unique needs and aspirations for your business during the initial meeting.
We then create a customized plan that not only addresses your compliance needs but also provides you with the necessary tools and services to help you achieve your desired outcomes, such as growing your revenue or streamlining your operations.
We communicate with clients through email, phone calls, and video calls, and we use Zoom for virtual meetings where we can share screens if needed.
This approach is convenient for our clients and allows us to provide estimates for most work before we begin. Invoices are sent via email, and payments can be made online with most major credit cards and e-checks through QuickBooks Online.
At Bright Hill Advisors, LLC, we do not conduct in-person meetings with clients or prospective clients, and we may require a retainer for new clients before starting work. Tax returns are due when we finish them and before e-filing.
We strive to provide prompt responses to client requests within 24 hours outside of tax season (after May 1) and within 48-72 hours during tax season.
During the busy tax season, we prefer that clients send us questions via email as our tax preparation staff will not accept unscheduled phone calls to maintain efficiency.
To send us information, we recommend using our secure portal, but during tax season, you can also mail or drop off your information at our Miami location.
All original information we receive will be scanned and returned to you via USPS priority mail.
Thank you for considering Bright Hill Advisors, LLC as your trusted virtual tax and accounting firm. Contact us today to learn more about our services and how we can help you achieve your business goals!
Contact Us Today!