Client Expectations

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


CPA Signature:                                                           Taxpayer Signature:

Date:                                                                           Date: