Client Welcome Information

To Both our Returning and New Clients:

Welcome to the 2022 Tax Preparation Season!

At Brown Business Solutions, LLC, we don’t want to just "do your taxes."  We're on a mission to empower our clients related to income tax matters and help to simplify what has especially in the last couple of years become a complicated process.  We accomplish this by providing clients with a personal tax preparation experience that blends virtual technology with professional service.  

We sincerely appreciate the opportunity to work with you during the 2022 tax season.  To get started, please take a few minutes to read the following information.  We want to be sure things resonate with you and to give you a behind-the-scenes look at what we believe to be true about the service you'll receive.

We support the tax client’s right to:

• Be Informed about their tax situation.
• Understand steps needed to properly comply with the tax laws.
• Develop a customized tax strategy that fits their current and future life goals.
• Understand the power that having a strategy for your financial future can provide.  

How we work:

• We offer personal one-on-one service for our clients.
• Our office provides convenient virtual tax preparation services for clients.
• We work with our clients via secure email, virtual 1-on-1 meetings and by phone to provide quality communication and guidance through the entire tax prep process. 
• Licensed tax preparer, Hope Brown, conducts all tax interviews and reviews all client returns prepared.
• We work by appointment only which can be made by our friendly office staff or you can schedule time directly using our on-line scheduling system.
• We have a secure portal for sensitive document exchange as we take your privacy and security very seriously.
• Communicating via normal text, other messenger tools, etc. won’t allow us to provide the support you deserve, so we ask that you limit your electronic communication to email and our secure portal for document exchange.
• Our individual tax preparation pricing begins at $250 for simple returns and up for more complicated processing. See Tax Year 2022 Preparation Fees for more information.

Our clients understand that:

• It is important to us that we are a good fit to work with you as our client.
• Tax preparation doesn’t begin until all necessary documents and other information is obtained by our office.
• Your return isn’t worked on during a client meeting.  That time is spent to provide an opportunity to discuss details of your tax situation and answer general tax questions which may be of interest.
• We look for opportunities to educate you as a client about your specific tax citation, legally reduce tax liability and create a unique tax strategy for your situation.
• Fees are standard and not negotiable.
• Second look review of a prior year's return is an option we offer clients to discover opportunities that make sense for amending to correct errors or which result in an additional refund.

So, if you would like to work with us this year, here are your next steps to get started with virtual tax preparation:
1. Take a moment to review the Tax Season 2022 Filing Options below to decide which option will work best for you.

2. Review the Tax Preparation Checklist to see a list of items which you may need to provide for tax preparation.

• A link to our Tax Preparation Checklist will guide you on what you need to prepare for uploading.
• Keep in mind that this list will include items that may not apply to you depending on your unique tax situation.

3. Review our Engagement Letter which explains how the tax preparation process will work and sign if you would like to work together.  

4. Organize your documents required for preparation of your tax return and upload using our online Tax Organizer Tool.  The Tool allow submission of  your tax documents and other information required to prepare your return securely.

If you have any questions, please contact us via phone 202-596-8411 or via email hope@bbizsolution.com so we can discuss this further.

I look forward to working with you!

Sincerely,

Hope Brown

Tax Strategist | Tax Preparer | AFSP