Client Onboarding Process
New Client
Onboarding Process
We’re committed to making your accounting experience straightforward and stress-free. If you have any questions or need assistance at any point, our team is here to help. Your financial well-being is our priority, and we’re dedicated to providing you with the best accounting services with our new client onboarding process.
Schedule a Meeting
We offer a free initial consultation via zoom, phone call or in-person in our Boca Raton, FL office.
Free Initial Consultation
The initial meeting is intended to get a brief overview of your situation (i.e. type of service/s needed), etc.
Share Basic Info
We will need some personal information from you and any pertinent documents you may have so we can provide you a quote. (The more complete the information provided is, the more accurate the quote). The majority of quotes do not get revised unless there is a specific change in what was discussed/provided vs. actuality.
Prepare Documents
Our team will guide you on specific financial documents we need from you in order to review and provide you an accurate quote.
Secure Data Entry
Our team will enter your information securely into our client portal, ensuring your data is safe and easily accessible for you and us.
Sign Up and Pay
To get started, we'll send you an engagement letter for electronic signature. If required, you can make payments securely on our website.
What Sets Us Apart
• 30+ years of combined office staff experience in tax/accounting
• 70 Google 5 Star Reviews
• Diverse background including Fortune 250 corporate tax experience
• Small firm allows one point of contact, but we have all the tools that large CPA firms use Our focus is you, the client, safeguarding your information, providing results, and protecting through compliance
Unparalled Personalized Attention
We believe in having clients for life.
Results and compliance focused
Let us show you instead of others providing lip service.
Best-In-Class Software
Our tools are the same or better than what the large firms use.
Protecting Your Personal Information Is Our Priority
We invest heavily in best in industry security.
Discover Why We Are Different
CPAs and Advisors
At MJ Tax Services, we focus on making our clients feel at home by developing long-lasting relationships and delivering excellent client service. Our main goal is to understand your needs so we can provide a tailored solution for you. We offer a full range of services to meet your needs.