Our Get Ready Service!!
What expectations do clients have of their CPAs? According to one survey…..
…..Timely Service
…..Attentiveness
…..Affordability
…..Proactive Advice
Our goal is to meet your expectations.
To reach that goal, we like to meet with our clients and address the issues that affect their business and taxes.
The meeting can be in person or via remote access while on the telephone with the client.
The meeting “agenda” is separated into three main parts”
…..1 – A list of what can be done NOW to prepare for year end
…..2 – General information
…..3 – Year end business checklist
Well over FIFTY items on the agenda!!
Finding out which ones apply to you will be well worth the time!
Discover the benefits our Get Ready service can provide you:
…..1 – Avoid unnecessary delays when we prepare your income tax returns
…..2 – Minimize your tax liabilities
…..3 – Minimize our charges to you
…..4 – Allows you time to plan accordingly
…..5 - You gain a better understanding of your business and tax situation
October, November, and December are the best times for our Get Ready service.
This is one of the most important services we offer.
We urge you to take advantage of this valuable service at your earliest convenience.
WHAT YOU NEED TO DO:
Contact us and let at your earliest convenience. Provide us with a few times that you can meet with us. We will let you know which time is mutually convenient. Allocate about 1 to 2 hours of time.
