Approach

Overview

Quality results, collaborative teamwork, and continuous improvement are key values at Allen + Koe:

  • We never take a one-size-fits-all approach, because we believe every client deserves personalized service that meets their unique and specific needs.
  • We guarantee that the work performed on your behalf is done specifically for you, by members of our team.
  • We use trusted, well-established, best-in-breed software services and processes. In addition, we’re constantly evaluating new tools and solutions, to ensure we always deliver the best possible results, in the most efficient + effective manner.
  • We will do our best to make sure you are satisfied with the solutions we deliver. We’re constantly working to enhance our performance, and always receptive to your feedback.

Tax + Accounting Prep Process

approach-diagram-01-18-21

Engagement

Get in touch with us + find out if we are good fit

Organization

Complete our checklist + send us your documents (mail or upload to our portal)

Preparation

Work begins on your taxes + bookkeeping

Delivery

Review + approve deliverables

Completion

Savor the tranquility + peace of mind enveloping your harmonious financial universe