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|
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.
Miguel A. Palma, CPA, CGMA, PFS