Ezra directly supports the data review and client document upload process, ensuring a comprehensive foundation for the CPA's tax strategy. He serves as the initial reviewer of tax-related materials, examining questionnaires and documents.
"As a tax assistant, I find purpose in the meticulous attention to detail I bring to every task, knowing that my contributions directly support our clients' financial well-being and help pave the way for their success."
We are excited about learning more about you and your business. Thank you for the opportunity to meet. Should you have any questions prior feel free to call us direct.
Office location
159 N Sangamon St Ste 200, Chicago, Illinois, 60607Give us a call
(312) 612-0082Send us an email
[email protected]Other website
cosmoconcierge.com/