As we pass the mid-year point of 2021, we here at Nelson & Company wanted to take some time to share some of the changes that have taken place at Nelson & Company in the last year and share some of the plans we have for the next.
Most of you will probably be aware that David Nelson was in the process of transitioning ownership of the firm. We are very pleased to announce that the sale of the firm has been completed. Chris Nash who joined the firm in May of 2020 has assumed the role of managing partner.
What this will mean for you –
We are striving to maintain the same high level of customer service that you have come to expect from Nelson & Company. We know that many of you have had long histories with the firm and we want to ensure that we continue that legacy of service for years to come. As part of this transition, we are updating some processes and procedures. We are working to be as communicative about these updates as we can. If you have any questions, please feel free to reach out.
NAME CHANGE – We are also excited to announce that the Firm will be merging with The Nash Group P.S., Certified Public Accountants. Over the coming months you may see this new name on letters, emails, invoices, and other communications from us. We will keep you up to date as the company evolves.
Our team is working diligently to update the firm and provide access and communications in new and more efficient ways. Many of you are aware of some of the many changes since January which are already making it easier for clients to do business with our firm.
- We have introduced the CCH Client Portal. This has been a huge success, enabling clients to securely send and receive sensitive documents. One benefit of the portal is clients will have immediate, secure, online access to tax returns and other documents for up to three years. If you are interested in having a portal or are unsure of their benefits, please give us a call and we will be happy to provide more information.
- We have introduced the Audit Protection Plan. Clients are already seeing the benefit to membership in the plan. No more worrying about: Responses to IRS Notices, Phone calls and Emails to our team, Tax Identity theft, and much more.
- We have introduced the position of Client Excellence Coordinator (CEC) to our firm. We asked and you told us that communication is one of the most important factors in your CPA firm. To facilitate a higher level of communication we determined that it would be beneficial to create a role whose sole function is to coordinate and communicate with you. Every client has been assigned to a CEC, who is responsible for helping in the event you have a question, need a document, or want to check on the status of your project. You can, of course, still reach a CPA if needed but in the interest of encouraging more communication we believe this step will be critical.
2021 has been another year of change for Nelson & Company. During the transition period we have had some ups and some downs. Sadly, we have said goodbye to several staff since last September.
New Adventures –
Jacque Carr has retired from the company. Jacque was with Nelson & Company for over 18 years as a tax accountant. Her favorite part of her job was meeting with clients and catching up with each other. Her commitment to customer service and thoroughness with client issues will be missed. We wish her the very best in her next adventure.
Dave Nelson has left the firm after over 41 years of service. Dave founded the firm in 1979 and operated it in the South Sound area. The number of clients that have been with the firm for over 30 years is a testament to the level of service he provided. His incredible memory for all things tax (and otherwise) will be missed. We wish him and Susan the best of luck as they enjoy their retirement from Nelson & Company.
Meet the Firm
Though we have had to say goodbye to several of the familiar faces of the firm we are excited to recognize those who are still here providing their support and expertise and to introduce our new team members
Office Manager / Client Excellence Coordinator – Dee J
Dee has been with Nelson & Company for over 11 years, (12 years February 2nd for those keeping track). Dee warmth and caring are a major part of the success of Nelson & Company. Dee wears many hats in the firm, but her favorite part is meeting and building relationships with our clients.
Executive Assistant – Jody R
Jody has been with Nelson & Company since December 2019. Jody has strong organizational skills and commitment to providing excellent customer service.
Tax Accountant – Lisa H
Lisa joined the firm in January of this year. This year was her third year preparing tax returns and we are thrilled with her contributions to the team.
Client Excellence Coordinator – Linda S
Our newest addition to the firm, Linda Staples has an extensive background in business, marketing, advertising, and customer service. In addition, she has been involved in local community service clubs for over 13 years. She truly enjoys helping and working with our clients.
Managing Partner – Chris N, CPA
Chris joined the firm in May last year and took over as managing partner in September. It is Chris’ mission to continue the tradition of excellence of Nelson & Company and to build Nelson & Company / The Nash Group into a dominant firm in the Tacoma area by providing excellent client relations and through strategic partnership with clients and vendors. Chris is excited to have the opportunity to serve the South Sound community. He and his wife celebrated the addition of their second daughter Seraphina in April of 2021.
Our firm is continuing to push into the paperless realm. We have introduced electronic signature for many of our documents. Authorization to E-file (Form 8879), engagement letters, portal authorizations and many more common forms can now be safely and securely signed meaning you no longer need to print, scan and email back to us.
In the next year we will begin to introduce Client Collaborate, a secure, unified collaboration hub for firms and their clients to manage all tax workflows. As the program evolves clients will be able to link their employers with our firm to automate the collection of W-2s, link their brokerage accounts to ensure that every dividend is accounted for, and link their mortgage lender so we can get every deduction possible on your rental properties.
We are excited about the future of the firm. We look forward to another 41 years of serving our community and providing excellent client services. As always, if you have any questions or concerns, please let us know.
Christopher T. Nash
Certified Public Accountant