General Questions
What services does Bird Spring Tax LLC offer?
We specialize in:
- Proactive Tax Planning & Advisory
- Tax Preparation & Compliance
- IRS Representation
- Small Business Tax Guidance
- Tax Solutions for Major Life Changes
We also provide collaborative support to financial advisors, ensuring holistic planning for their clients.
Who can benefit from your services?
We primarily serve:
- Clients of financial advisors looking for expert tax solutions
- Small business owners
- Individuals experiencing significant life changes (e.g., inheritance, marriage, relocation)
I don’t have a financial advisor, will you still work with me?
Potentially, please schedule a fit meeting so we can learn more about each other.
For Financial Advisors
How do you work with financial advisors?
We integrate seamlessly into the financial planning process as collaboratively or hands-off as you like, providing tax insights that complement your advisory services. Our non-solicitation policy ensures we focus solely on tax-related services for your clients.
Do you offer referral fees or vendor revenue shares?
No, we are a fee-only firm. We do not accept vendor revenue shares for client referrals, maintaining full transparency and independence.
Tax Preparation & Planning
How do you handle complex tax situations?
With complex tax scenarios our ethical obligation and legal obligation as tax professionals is to ensure we have the proper competence to take on that situation. While we can confidently handle most advisor issues, there may be circumstances where we refer you to a different tax professional that specializes in that area.
How quickly can I expect a response during tax season?
We strive to respond within 16 business hours during tax season to ensure timely communication.
Compliance and Privacy
Is my information secure?
Yes, we prioritize the confidentiality and security of all client data. Our processes are designed to meet the highest standards of privacy and compliance.
Are your professionals licensed?
Yes, all our tax professionals are licensed and stay updated on the latest tax laws and regulations through mandatory continuing education and tax compliance checks.
Getting Started
How can I start working with Bird Spring Tax LLC?
Schedule a fit meeting through our website to discuss your needs and determine how we can best support you or your clients.
Do you operate nationwide?
Yes, we provide tax advisory and preparation services to clients across the United States, with headquarters in Las Vegas, NV.