Dear New Client,
We would like to take this opportunity to welcome you to Burlew Bookkeeping & Tax Service, Inc. We are pleased that you have chosen to work with us, and we are honored that you have placed your trust in us. We are committed to building our relationship and invite you to openly and honestly communicate your needs, provide feedback for the services you are receiving, and any changes you might need from us.
Here is some information about our team:
Barbara J. Burlew, EA – Owner, Founder, kitty mama of 3 boys, prayer warrior
Kimberly Phan, EA – Tax and Bookkeeping Extraordinaire, plant enthusiast, French bulldog fan (works remotely)
Annette Welch, CPA – QuickBooks Pro Advisor and Tax Authority, succulent grower, mom of Winnie the Dachshund (works remotely)
Shawna Costanza, Office Manager – Administrative Specialist, news junky, mama bear to 2 cubs, animal lover
(714) 777-1500 – Office Direct
(844) 281-5204 – Text (text only, no pics)
(714) 777-1515 – Fax
(657) 900-8114 – Kimberly’s direct line
5961 Lakeview Ave
Yorba Linda, CA 92886
We have many ways for you to submit your documents to us. Choose the option that works best for you:
- Upload to SmartVault, our secure client portal (using “Client Portal Login” tab on our website)
- Fax to (714) 777-1515
- Mail documents to the office
- Drop off 24/7 in our secure locking mailbox
- Drop off documents in person at our office (please call for an appointment)
Use our website to subscribe to our informative quarterly newsletter, view all our archived newsletters and access client resources, such as signing into your client portal, record retention, tax due dates, financial calculator to name a few.
You can also like us on Facebook for a weekly tax tip.
We look forward to serving you! – Warm regards, Your Tax Team