It's my pleasure to share a success story with you today. However, this isn't just the story of one single client, but rather it's the collective story of all our clients. Intriguingly, the success story at the heart of it is about our firm's evolution and growth.

Our firm's inception is a tale of familial ambition and tenacity. My father and I, both law school graduates, founded this firm with a shared vision and a mutual passion for tax resolution. Our journey began in 2006, and since then, we have encountered numerous challenges and undergone significant transformations, including the shift to a remote business model.

Initially, our focus was not on current year tax preparation for our clients. Instead, we specialized in filing multiple years of tax returns. We took on the responsibility of not only filing the tax returns but also ensuring they were part of a comprehensive settlement package. This often meant handling six returns at a time, giving us a unique workflow.

In 2009, we branched out into the Offshore Voluntary Disclosure Program, a move that catapulted us into becoming international experts in the field. Our firm takes pride in having filed more disclosures than most other firms. An essential part of our submissions was filing robust returns, especially since we anticipated some of them would undergo audits. I am pleased to share that our diligent work paid off. None of our streamlined disclosures were audited, and those that were audited under the full voluntary disclosure program sailed through without any issues.

However, the journey was not without its challenges. Our firm was initially designed to handle legal issues rather than yearly tax preparation. Despite this, many clients requested that we handle their yearly returns, having gained confidence in our abilities through their problem resolution. The challenge we faced was that we lacked the efficient processes required to handle yearly tax returns swiftly and effectively. This proved to be a source of frustration for both our team and our clients.

Thankfully, our persistent quest for improvement bore fruit. Over the years, we conducted several experiments to enhance our services. Our breakthrough moment arrived in 2020 when we discovered TaxDome, a cutting-edge platform that has revolutionized our approach to tax preparation. After a year of using this platform, we've found it to be an excellent tool, enhancing our services and improving client satisfaction. It's a two-dimensional platform that streamlines communication, document sharing, and client engagement.

TaxDome's efficiency has dramatically reduced our workload, leading to a 54% decrease in our overall working time. This efficiency gain enables us to spend more time addressing our clients' concerns and keeping up with the ever-expanding tax code.

In conclusion, our firm's success story is a testament to our continuous evolution and our commitment to making your tax preparation experience the best it can be. It's a story of learning, adapting, and succeeding – a story of our resilience that we hope can inspire your own path to success.