Describe How You Would Like To Be Introduced Via Email
Feel free to introduce me to potential clients via email, describing how you know me, how long you've known me and how I've either helped you or your clients.
What is your "why"? Why do you do what you do?
As a CPA candidate, early in my career I watched poor client support from my previous employers. I vowed to stay in touch with my clients and began to implement an hour of free tax planning for every client. This enables me to help them plan and be ready for tax time with no unpleasant surprises. I call it being Tax Advantageous.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
Were you happy with your tax preparer this year?
How often do they contact you?
How responsive are they to your questions?
Is tax planning included in their service?
Unique Selling Proposition
For NIA members only, ask me one tax question at no charge OR allow me to buy you a cup of coffee to get to know you better.
About me
I have built an active practice in Las Vegas, NV, serving the tax planning and compliance needs of several hundred owner-managed businesses and individuals throughout the country. With over 30 years of experience dealing with IRS audits, collection activity, tax planning and preparation, I am a strong proponent of face-to-face involvement with clients in order to provide pro-active planning and to take advantage of new developments in tax laws.