The primary step is to commit to a partnership with us. While we believe we are very good at what we do, we are only as good as the information we have. For our relationship to be successful for you, you need to:
• Be prepared to discuss your plans, goals, problems, and questions. We can most effectively advise you and serve your best interests when we understand your goals.
• Gather all relevant personal and business financial information so we can get an accurate picture and ask specific questions.
• Be clear and candid about what you expect from our services.
• Keep us informed of changes in your professional and personal life. A marriage or divorce, the birth of a child, an inheritance, a career change, or a generous bonus can have a significant impact on your tax liability and financial goals.
• Be open to new ideas, tools, and opportunities
• And, of course, you need to make sure you (or your staff) meet your commitments to deliver appropriate, accurate, and timely information so that we have the information we need when we need it.
Posted in: Office Policy