Are you considering changing your tax advisor but are deterred by the associated administrative hassle? We’d like to show you that switching tax advisors can be different – simple, efficient, and digital. That’s NAU.
In an initial meeting, we discuss your current situation, address your goals, and determine if we are a good fit personally.
If both you and we feel positive about a successful collaboration, the next step is handling the "paperwork" – entirely digitally, of course.
Thanks to digital interfaces, we can have your data transferred to us relatively easily by your preliminary consultant without any effort on your part.
We get started – and with good work, we hope to establish a foundation that makes this your last tax advisor switch.
