At Morris Legal and Tax LLC, we grow our client base through referrals from satisfied clients and other professionals, such as CPAs, financial advisors, and other lawyers, all of whom know that we will take great care of their clients. Every aspect of our firm, from communication response times, to meeting locations, to pricing structure, is centered around one central goal: Satisfy every client so well that they recommend us to others.
Here are several of our firm’s practices which set us apart from other law firms:
We Respect Our Clients’ Time!
Most of our clients are doctors, lawyers, and business owners, all of whom lead very busy lives. We respect our clients’ appointment times and always respond to phone calls and emails promptly. While we welcome clients into our office for face-to-face meetings, we are happy to save their time by utilizing technology. Many of our tax preparation clients never come into the office, and instead everything is done online and over the phone. Also, we do not give our clients administrative tasks that we can handle for them. For example, we will call our clients’ employers or day care providers when we need to obtain additional information to complete their tax returns, however, we do not charge extra for the time that it takes us to complete these additional tasks.
We understand that dealing with taxes and estate planning is not an exciting subject for many people. Our clients have jobs, families, friends, civic duties, and social lives. We attempt to make the delivery of our services as simple and convenient as possible. We avoid the “billable hour” as much as possible and instead charge flat rates for almost all of our services. The main purpose of this billing practice is to allow the client to feel at ease calling in for advice, asking questions, and scheduling meetings offsite. We pay all filing fees required in the implementation of our legal services, so that the flat price that the client agreed to is all that they ever pay.
We Listen to Our Clients!
This may sound like a no-brainer as no lawyer would admit that they do not listen to their clients. However, if the client is not comfortable opening up, or if the client does not take the time to fully explain their situation and ask all of their questions because they are trying to keep the billable hours down, then what exactly is the lawyer listening to? The lawyer may be listening to a truncated version of the client’s story. The client, without the proper education and training, only thinks they know which facts have legal significance, and so the client leaves out some of the most important information. The end result is that the lawyer creates an incomplete document because it is based on incomplete information. By providing a more comfortable process with respect to location, scheduling, and pricing, we are able to gather better information from our clients, and in turn, we are able to provide higher quality service to them.
We Make House Calls!
Our estate planning work is often done for those who do not travel well and for parents of young children. We do not force our clients to arrange child-care and schedule time during the work week when both parents can come into our office. Instead, we both welcome children into the office and we also will come to our clients’ homes or offices at their convenience, whether early in the morning before work, in the evening after work, or even on weekends. We are able to meet anywhere, anytime, not only for the planning meetings, but also for the execution, or signing of documents. Because our attorneys are also notaries, we can run a complete will signing meeting any time, any place. Whether the client comes into our office during traditional business hours or we come to the clients’ home or business during non-traditional hours, the cost is the same, even if the meeting requires travel several hours outside of Atlanta.