EZ Value Tax inc
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EZ Value Tax inc
  • Home
  • About
  • Client Care/Admin Support
  • Bookkeeping Services
  • Tax & Compliance Services
  • Business Growth/Strategy
  • Contact
  • Blog

EZ Value Tax – Client Care & Admin Support Services

A friendly, stress-free way to keep your tax office organized. 

Friendly Tax Office Support

Running a tax or bookkeeping practice can feel overwhelming—returns, missing documents, constant emails, scheduling, billing, and clients who need help right now. Most firms don’t need a full-time employee. They just need someone who keeps the office moving.

That’s where we come in.

Ready for Stress-Free Admin Support?

What We Handle


  • Inbox management & client responses
     
  • Scheduling & appointment reminders
     
  • Collecting W2s, 1099s, receipts, and tax documents
     
  • Sending & tracking engagement letters and signatures
     
  • Invoicing and payment reminders
     
  • Portal uploads/downloads
     
  • Client updates so they aren’t calling all day
     
  • Weekly status summaries for the tax preparer

Why Firms Choose EZ Value Tax

 

  • Friendly, professional communication
     
  • Faster response times for clients
     
  • No payroll or training required
     
  • Month-to-month service—no long contracts
     
  • Confidential, secure document handling
     
  • You gain hours back every week
     

Your clients stay informed.
Your workload gets lighter.
Your business runs smoother.

Monthly Support Packages

 

Pricing is based on workload and volume. 

Packages start at:

  • $650/month – Inbox, scheduling, and light client management
     
  • $1,000/month – Client communication, signatures, invoicing & document handling
     
  • $1,500-$2,000/month – Full-service admin support for high-volume firms
     

Seasonal-only support is available.

Getting Started Is Easy

 

  1. Tell us what you need help with
     
  2. We set up access to your inbox, portal, or CRM
     
  3. We begin supporting your clients right away
     

Most firms are fully onboarded within 24–48 hours.

Who I Work With

 

✔ Solo tax pros
✔ Small accounting firms
✔ Bookkeepers
✔ Anyone needing client management help


Ready for Stress-Free Admin Support?

Frequently Asked Questions

Please reach us at Christine@ezvaluetax.com if you cannot find an answer to your question.

No. Services are month-to-month. You can pause or cancel anytime. 

Most firms are fully onboarded within 24–48 hours. If you need urgent help, let us know—we can prioritize you during tax season. 

Email is standard, but we can also use your portal messaging, phone line, or CRM—whatever works best for your office. 

All documents and communications are handled securely. We follow strict privacy and confidentiality standards and only access platforms you authorize. 

Yes. We commonly support TaxDome, MyTaxPortal, Canopy, SmartVault, QuickBooks Online, Drake, Lacerte, and others. 

Yes. Many firms bring us in during busy months to keep things moving without hiring extra staff. 

Your support package can be adjusted at any time. If you get busier or slower, we scale with you. 

Copyright © 2025 EZ Value Tax inc - All Rights Reserved.

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