Pilot profile
What the assistant knows
Review the firm facts, approved language, and always-escalate topics used for the current pilot.
What the assistant knows
Pilot profile- Practice name
- M&W Bridge Services LLC
- Main callback number
- (314) 864-9865
- Office hours
- Mon-Fri, 8:30 AM-5:30 PM
- Escalation contact
- Taohua Wen - Winna0906@yahoo.com
- Languages supported
- English, Mandarin Chinese
- Portal instructions
- 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.
- Document-delivery instructions
- Send clients to the firm's approved secure portal. Do not collect documents in Molmoro.
Pilot notes
Stored locally for the pilot. Production editing would need authenticated settings and audit history.
Calls the assistant must always escalate
Deductions and creditsRefund estimatesFiling-status questionsIRS or state noticesTax strategySensitive personal informationTax documentsAnything uncertain