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Can you communicate with my tax advisor without me?

Yes, we can communicate directly with your tax advisor, provided they are familiar with your processes. However, please note the following:

  • We can only communicate with your tax advisor if you are included in the CC of the email. Some of their requests might be additional chargeable services, which need to be approved by you, as our contractual agreement is with you and not your tax advisor.
  • Please ensure that whenever your tax advisor reaches out to us, they CC you. Otherwise, we cannot guarantee that their email will be responded to.

We recommend mentioning the possibility of tax advisor communication during the onboarding call so this can be set up properly from the beginning. This ensures a smooth and efficient process.