Are We a Good Fit?

A client engagement is much like a Partnership. In that setting, each member must do their part for the organization to function properly. When that occurs, all members enjoy the opportunity for mutual success.

Even a fire requires essential elements to exist: heat, fuel, and oxygen. Removing any one of these elements will eliminate the fire. This simple illustration can be clearly understood within the context of a partnership.

Essential Elements for Partnering Together

The following elements must always be present for the client relationship to exist:

Communication. Timely and effective communication must be present to be informed, make critical decisions, and take appropriate actions.

Compliance. Achieving and maintaining compliance with the taxing authorities is crucial. Repeated non-compliance undermines trust and can default represented agreements with the taxing authorities.

Compensation. Receiving timely compensation for our services allows us to continue doing what we do best: help your taxes. No one wants to stand alone before the IRS without their Tax Advisor!

Fair enough, would you agree? If so, you may be a candidate for our services.