All posts by Mariela Reiss

As the tax services manager here at Blumer, I wanted to share with you a little information about our firm’s Discovery Process for new clients.     

As the tax services manager here at Blumer, I wanted to share with you a little information about our firm’s internal process for creating your tax return.  I realize it’s probably a bit mysterious. You answer our questionnaire, upload your documents to your client portal… and then it all sort of disappears into a black hole until you hear from us several weeks later, to schedule the review meeting where we present you with your completed tax return. Rest assured, there is a lot happening behind the scenes to ensure that your tax return is prepared carefully and completely. So […]