For new clients, we recommend a face-to-face meeting. However phone or email communication works perfectly well too. If you have any questions, feel free to contact us.
You’ll have a relatively lower accounting fee if you organize and bring all your accounting documents, but if you don’t have time to organize, we’ll organize it for you too. Sometimes, you save more money if you avoid late-filing penalties and interest rather than paying extra on accounting fees. Since we prepare tax returns for a living we are fast and efficient with organizing our clients’ documents.
Our goal is to file your tax returns correctly and find tax planning strategies specific to your situation. Informing us of current and foreseeable significant changes in your personal or business situation allow us to determine if a specific tax strategy applies to you. We want you to plan ahead to minimize your taxes or be prepared for significant tax payable.