Our Commitment To You

• Have integrity and always work in your best interest
• Care about you, your family, your tax situation and financial affairs
• Ask questions and listen well to truly understand your needs and goals
• Consistently provide high-quality service 
• Be a catalyst to assure that important tax and accounting matters are taken care of and addressed
• Provide our professional expertise and experience, and stay current on changes in the tax world that you don’t have time to keep up with
• Offer to share tax tips and answer your questions in a timely manner
• Explain your tax situation and become your tax educator and help you to become an informed decision maker as it pertains to your personal and business financial affairs
• Help you reduce your taxes and stay compliant with the taxing authorities
• Coordinate with your other advisors when applicable
• Offer you monthly, quarterly and/or year-end tax planning with separate charges, when desired
• Return your phone calls, emails and texts as soon as possible (within 48 hours)
• Utilize all our available resources to best handle your concerns, questions, and requests
• Be an advocate for you
• Make sure your tax returns are filed with the highest level of accuracy yielding the best tax outcome
• Serve as your tax advisor and CPA for the long-term

Client Expectations

• You laugh at our jokes
• You call ahead of time if a cancellation is necessary
• You do your best to come prepared with necessary documentation
• You do your best to provide the requested documents within a reasonable period of time (72 hours or less depending on the urgency of the matter)
• You let us know of any significant changes in your life as it pertains to your tax situation or income level
• You refer to us for consultation and advice before making any significant financial decision
• You disclose to us all sources of income (including cash) and make sure to separate personal from legitimate business expenses
• Return our calls, texts and emails as soon as possible (within 48 hours) 
• You mostly follow our recommendations and tax advice 
• You agree to pay our professional fees in full in a timely manner (before the filing of your tax returns or in installment payments throughout the year, whichever you prefer).
• Provided we meet your expectations by providing a memorable experience, you recommend us and let us provide the same service to those you care about

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Date:                                                                           Date: