A fellow advisor friend was speaking at a conference and said, "Give a 5-star performance no matter what! That is what we strive for every day with every person we touch. Whether we are able to help them, or if we are able to refer them to someone, it is about helping people be better.
We listen, really listen to our clients. We are easy to talk to and easy to work with. We return calls emails and text in a timely manner.
Our clients stay with us because we are not only are great at handling their taxes today but plan for the future. Being able to anticipate needs and pitfalls and being able to provide solutions is what keeps clients happy and coming back year after year.
We can take a lot of the worry off our client's plate. We meet mid-year to make sure the tax situation has not changed or we can adjust for any difference. For individuals and families, we can make sure they have a good financial plan to protect their families along with their taxes. As for business owners, we can take a lot of the day to day off their task list like bookkeeping and payroll. We can help them plan for the future by discussing health insurance, retirement plans, and employee education that will retain those valuable employee
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