How do our clients sleep easy during tax season?

Real humans for real financial success. 

At Kowalski Financial we’re well ahead of tax deadlines creating a stress free tax season. Our success lies in being a human to human business, no robots on the phone, and no AI answering your questions. When you call us, our real human Michelle, Chief Operating Officer & Sr Client Service Manager is there to assist you.

Having real human connections allows us to get to know you and your goals much better than if you’d simply fill out an online questionnaire. We keep up with your current life situation and your future plans by having formal meetings at least 2 times a year. During those meetings we collect important tax documents and discuss tax strategies. In addition to that we sprinkle in some emails and phone calls throughout the year. By knowing what’s happening with you in your life we can give you the best advice and provide optimal and personalized tax planning.

Another way in which we work a little differently than other financial advisors is that we don’t work in silos. Our tax experts work closely together with our financial planning team. By getting our experts together we can fine tune each aspect or your finances. We can avoid costly oversights, anticipate your financial decisions and be ready with personalized advice when you need it.

 

So how does that reduce any stress for our clients? 

We make finances as easy for you as possible. We have multiple secure and easy to use submission methods for your tax documents. You can upload them securely through our client resources on the website. Or you can use good old snail mail to get your important information to us.

Because we’ve collected your important tax documents throughout the year and we’ve reached out to you with Key Tax deadlines well in advance, by the time tax season rolls around we’re ready! No sitting in silence while we’re adding your information into the computer, we’ve already prepared your taxes before the meeting. During the tax meeting we use our time with you to review your taxes, and answer any questions you may have.

You don’t need to be fluent in financial lingo. We’ll meet you where you are at.

We use clear language and are happy to educate you on any topics you’d like to understand better. Human to human.