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J&G Accounting & Tax Services
ActiveBelleville, IL - Jordan Greene
Firm profile
- Contact
- Jordan Greene - jordan@jg-tax.example
- Software stack
- TaxDome, Calendly, Outlook Calendar
- Portal process
- TaxDome is the source of truth. Send clients the firm-approved TaxDome login guide if they are confused.
- Languages supported
- English
- Operating hours
- Mon-Sat, 8:30 AM-6:00 PM during tax season
- Escalation contact
- Jordan Greene, CPA - jordan@jg-tax.example
Approved front desk scope
Missed-call follow-up
Calendly scheduling
Portal troubleshooting
Appointment rules
Use Calendly slots only. Same-day appointments require firm approval.
Approved status phrases
ReceivedWaiting on clientIn reviewNeeds preparer reviewReady for appointmentCompleted - firm will contact client
Prohibited responses
- Your return will be done by X date unless the firm explicitly approves.
- You can deduct that.
- You will get a refund.
- You do not need to report that.
- Email/text your W-2 to us.
Firm-specific scripts
- Use TaxDome login language. Do not estimate return completion dates.
Weekly metrics
Simple pilot readout for this firm.
Calls logged2
Routine resolved0
Escalated1
Current open calls
1 open| Time | Caller | Category | Status | Next action |
|---|---|---|---|---|
| Feb 18, 9:36 AM | Mark Evans | Return status question | Needs firm follow-up | Firm to confirm status in TaxDome. |
| Feb 18, 12:14 PM | Heather Norris | Document checklist question | Waiting on client | Client to upload documents. |