Thank you.
Truly.
We're sad to see you go — and we mean that in the least corporate way possible. You trusted us with something personal, year after year, and that has never been lost on us. Before anything else: thank you.
Here's our promise for this last stretch together: we're not going to just hand you a cardboard box of paperwork and wish you luck. A graceful exit is part of the service you paid for, and we intend to deliver it.
Over the past months we quietly vetted firms we'd trust with the people we care about — and one stood far above the rest. If you'd like, Merrill will personally introduce you to them, and our team will move your key information over so your setup is streamlined and you never start from zero.
A tax firm that has been serving clients since 1971 — federally licensed Enrolled Agents who prepare more than 10,000 returns a year for individuals, business owners, and real estate investors, with an A+ BBB rating and hundreds of five-star client reviews. We didn't pick them from a list. We talked to them, pressure-tested them, and asked ourselves one question: would we send our own family here? The answer was yes.
If you say yes, we'll send a warm introduction on your behalf, forward your TaxDome information so onboarding is nearly effortless, and stay in the loop until you're confirmed and comfortable. It costs you nothing — it's simply how we want to finish.