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Start your intake when you are ready, or join the VIP list for preseason updates and preparation reminders.
Tax Professional & Client Intake Coordinator
Five years helping clients prepare returns, gather documents and keep appointments on track.
Brittish Smith is an entrepreneur, dedicated father, and Tax Professional and Client Intake Coordinator with five years of tax experience at Preserve Accounting Services LLC.
He assists clients with tax preparation, scheduling, document collection, and communication.
While pursuing his education in Information Technology and growing his security business, Brittish is building a lasting legacy—brick by brick.
Start your intake when you are ready, or join the VIP list for preseason updates and preparation reminders.
Review the engagement agreement, fees, and responsibilities before tax preparation work begins.
Complete the detailed tax intake and share documents through the secure portal provided by your tax professional.
Register with Preserve. Our team will follow up with your next step.