New Features and Changes for 2023
Thank you for checking out the changes and new features at PIM Tax Services this year! We received a lot of feedback last year and we did our best to get better in many areas. We acquired a new and expanded portal system that will become the primary point of interaction between you and the tax professional working on your return. We implemented a new phone system to reduce the confusion the old one was causing. We changed the workflow and hired more people to reduce some of the delays we were experiencing. We changed our scheduling software and process. And the transcript monitoring service has proven to be so valuable, we are expanding it to be available to all our clients. Find the change you want to learn more about below and start reading and watching!
We are now using a new client portal system called "TaxDome". It integrates many of the functions we need to be efficient and secure tax professionals. You should receive an email invitation from us to activate your account. Once your account is activated, you will receive another email with additional information and instructions. 
Online appointments are most effective when we have had an opportunity to preview your documents before speaking with you. To facilitate that happening more often, you will receive a link to schedule your tax appointment once you indicate you have uploaded all your tax documents to the portal. If you experience an issue with scheduling online, please call 757-357-1110 and we will get it sorted out in a hurry.
We are always looking for ways to increase our efficiency, accuracy, and responsiveness. In support of those goals, we hired 3 more tax preparers this year (7 total!). With the increased staff, Paul is coming out of the regular line-up as a frontline preparer this year. Instead, he is going to spend more time talking to clients and prospective clients, reviewing documentation, and making sure the rest of the team has the tools, training, and support they need. We think this is the best way to use all our available resources to give our clients the best tax prep experience they can have. 
Tax preparation is becoming more complicated every year. Congress is requiring more information documents (i.e. 1099-NEC, 1099-K, 1095-C, etc.) every year. It is more difficult to know who is going to send you (and the IRS) tax documents, when you have them all, or even IF you have them all. Missing even one can result in a 