Welcome New Client
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, QuickBooks Pro Advisor, 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, succulent grower, mom of Winnie the Dachshund (works remotely)
Shawna Costanza, Office Manager – Administrative Specialist, news junky, mom to 2 teenage boys, animal lover
Rachel Shearer, Tax Associate – dedicated professional, gymnast mom, arbiter of dreams and imagination (works
(714) 777-1500 – Office Direct (844) 281-5204 – Text (text only, no pics)
(657) 900-8114 – Kimberly’s direct line (714) 777-1515 – Fax
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
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)
You can visit our website at www.bjbtax.com to sign up for our informative quarterly newsletter, view all our
archived newsletters and access our 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.
**As a customer, you agree to receive periodic SMS messages related to your account. You may opt-out anytime.
Message and data rates may apply.
We look forward to serving you! – Warm regards, Your Tax Team.
You can also like us on Facebook for a weekly tax tip.