Dear Valued Client,
First and foremost, we wanted to take a moment to thank you for your continued business and dedication in allowing us to help you navigate your taxes. We appreciate you very much. Each year in January, we analyze the prior year to see what we can do better, how to improve our clients experience and the firm as a whole. We look at several areas including our team members, client’s growth and success, industries we're working with, market changes, our services, and our business and life goals going into 2022. After looking back at this year and the value we've been able to create for our clients, the time, and hours we've put in, technology purchased, training acquired, and the processes we use to deliver the work, we've realized a few key things. We want to provide even more value in the coming year.

We have fully transitioned our firm to offer two types of services:
Tax Advisory Services (TAS) Tax Advisory Services (TAS)
Quarterly or monthly recurring engagement Monthly or weekly recurring engagement
Goals:
  • Save Money on Taxes
  • File Tax Returns
Goals:
  • Increase Revenue
  • Increase Revenue
  • Increase Profit
  • Increase Business Valuation
  • Save Money on Taxes
  • File Tax Returns
  • Tax Planning
  • Decide on Tax Positions
  • Implementation of Tax Strategies
  • Estimating Taxes Owed
  • Making Quarterly Payments
  • Filing Individual & Corporate Tax Returns (if applicable)
  • Sub Account Management (AR, AP, Payroll)
  • Monthly Accounting & Bookkeeping
  • Controller Services (multi-entity, currency, etc.)
  • Chief Financial Officer (forward looking)
  • Tax Planning
  • Decide on Tax Positions
  • Implementation of Tax Strategies
  • Estimating Taxes Owed
  • Making Quarterly Payments
  • Filing Individual and Corporate Tax Returns (if applicable)
  • Ongoing Coaching Calls
  • Review Tax Position
  • Ongoing Review of Tax Planning & Implementation

Please set up a time here to discuss next steps.
I wanted to inform you of this change while we're still in January to give you a chance to think it over. We have always valued your business and look forward to working with you in the future. Don't hesitate to reach out to us by responding to this email. Thanks again and we look forward to working with you.

Best regards,
Miguel A. Palma, CPA, CGMA, PFS