Lighthouse Tax Service partnered with WTS Financial

03/06/2026

Lighthouse clients:

I have received and continue to receive many calls, texts, and emails daily regarding the recent changes in our office, and I want to sincerely apologize for any inconvenience this may have caused. It has always been our intention that the high level of service you’ve come to expect would remain consistent.

The transition was intended to be seamless, with my role as client liaison remaining the same so that our clients would continue to have the familiar point of contact they had always known.

As many of you are aware, my mom and I worked tirelessly to ensure your calls, emails, and tax matters were handled promptly—often communicating through multiple channels to make sure your questions were answered and your needs were met.

We worked seamlessly together as a well-oiled machine, providing high-quality service for a fair fee. My mom, as the licensed tax practitioner, focused on preparing the returns, while I assisted her with data entry, handled client communication and the day-to-day operations that kept everything running smoothly.

With the transition, I no longer had the ability to provide the hands-on support and immediate answers our clients were accustomed to receiving. Being out of the office for two weeks due to illness at the beginning of the season, combined with differences in expectations regarding customer service, ultimately led me to make the difficult decision to step aside.

If I could not properly answer your questions regarding fees, turnaround times, return outcomes, or the status of your documents, I felt it was best for me to allow the practitioner to run the office in the way he believes will be most successful. I have not been in the office since January and unfortunately no longer have the ability to answer questions regarding your tax situation or document status.

It was my sincere hope that the transition would allow the office to continue serving clients successfully. It is not my intention to point fingers or assign blame, but I felt it was important to explain why you may not have received a response from me, even though many of your emails were directed to me seeking updates. We truly wish Bill the best as he moves forward.

My mom and I are deeply grateful for the many years of loyalty and support from our clients. It has meant so much to us, and we will truly miss working with all of you.

Melissa

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08/29/2025

We are excited to share some important news regarding the future of Lighthouse Tax Service. We have merged with WTS Financial, a respected firm known for their comprehensive financial planning, tax strategy and business advisory services. WTS Financial is owned by my nephew, Bill Sansing. He has a long-standing reputation as a fully accredited tax preparer on the western shore and has recently moved to the eastern shore.

This partnership represents a significant step forward in expanding the services we can offer you. While our commitment to personalized high quality tax support remains unchanged, the merger with WTS Financial brings enhanced capabilities, including:

· All categories of tax returns

· Tax representation

· Bookkeeping

· Annuities

· Fully hands free tax preparation through TaxDome

We understand that change can raise questions, but rest assured, your satisfaction and trust remain our top priority. The familiar faces and reliable service you have come to expect will remain. Melissa will remain in the office, continuing with the same responsibilities she has managed in the past. I will be available as a direct consultant to Bill while I work towards retirement.

Bill shares our values of integrity, transparency and client-first service. We are confident that this partnership will benefit you and your financial goals for years to come.

Please don’t hesitate to reach out with any questions. We are here to make this transition smooth and beneficial for you. The Office location will remain unchanged.

Warm regards,
Amy Griffith
Owner, Lighthouse Tax Service