tax season

Working Together This Tax Season: A Guide for Clients

Tax season is here, and we’re excited to partner with you to ensure a smooth and successful filing experience. Here’s what you need to know about working with our team:

Stay Connected Through Email

All important updates, tax alerts, and deadline reminders will be sent to you via email from info@anthem.cpa. Please add us to your contacts and check your inbox regularly so you don’t miss critical information. If you have questions or need to reach us, email is one of the best ways to get in touch.

Tell Us About Life Changes

Did anything change in your life this past year? New job, marriage, home purchase, retirement account contributions, investment sales, or side income? These changes can significantly impact your taxes. Please let us know as soon as possible about any events that might affect your return. The earlier we know, the better we can plan and maximize your tax benefits.

How We’ll Work Together

To get the most value from our partnership, here’s what we ask:

Respond Promptly – We know life gets busy, but timely responses to our requests help us meet deadlines and file your return accurately.

Meet Our Deadlines – Our internal timelines are designed to ensure efficient, high-quality work. Staying on schedule benefits everyone.

Review Your Returns Carefully – Once we prepare your return, please review it thoroughly. We’re always happy to walk through it with you and answer any questions.

Communicate Respectfully – Our team is dedicated to providing you with excellent service. We ask that all interactions with our staff remain courteous and professional.

Get in Touch

  • Email: info@anthem.cpa
  • Oregon Offices Phone: 503-362-9152
  • Arizona Offices Phone: 480-407-4488

We’re here to make this tax season as stress-free and smooth as possible. Let’s start protecting more of what you’ve worked hard to earn wuth smarter tax strategy this year.

SMARTER TAX STRATEGY STARTS HERE.

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