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M&W Bridge Services LLC

Active

St. Louis, MO - Taohua Wen

Open call dashboardLog a callOperating profile

Firm profile

Contact
Taohua Wen - Winna0906@yahoo.com
Software stack
DrakeTax, Vapi M&W phone
Portal process
Use the firm's approved portal for all tax documents. Do not collect W-2s, 1099s, IDs, SSNs, bank details, or tax documents over the phone.
Languages supported
English, Mandarin Chinese
Operating hours
Mon-Fri, 8:30 AM-5:30 PM
Escalation contact
Taohua Wen - Winna0906@yahoo.com

Approved front desk scope

Routine call routing
New-client intake
Appointment preference capture
Portal guidance
Tax-advice escalation
Bilingual process support

Appointment rules

The assistant may collect appointment preferences and explain that the firm will confirm availability. It may not promise an appointment time without firm confirmation.

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 approved front-desk language only. Escalate tax advice, refund, deduction, credit, filing, notice, and deadline questions.
  • Capture caller name, phone, email, reason for call, and requested appointment preference.
  • Direct tax documents to the approved portal. Do not collect or repeat sensitive taxpayer details in the dashboard.

Weekly metrics

Simple pilot readout for this firm.

Calls logged0
Routine resolved0
Escalated0

Current open calls

0 open
TimeCallerCategoryStatusNext action
No calls logged for this firm yet.