Dear Prospective Client:
Tax time can be source of stress for any person. We offer a free consultation to review your finances, taxes, and accounting records. Consultations are available at our offices and by telephone or email. The choice is yours. From this point, we can make a tax and finance plan moving forward. Some people feel some ease from the stress of taxes if they can do a little homework before the consultation. Below this letter are a couple forms you can complete and bring to the consultation. Or, you can elect to send the completed forms to us via our website or by email. Completing the forms is an option. Some people may feel more comfortable coming to the consultation just to talk, discuss their strategies, and ask questions.
To facilitate the consultation, it would be helpful if you can provide your previous year’s tax return. We can use it as a guide for moving forward. Don’t worry if you have never filed a tax return, or it has been a few years since you filed one. We can still move forward with a plan.
From me personally, I look forward to getting to know you. Let’s get together real soon!