Referrals are Welcome!
Referrals are the cornerstone of any service business. I rely on satisfied clients as my primary source of new business, and your referrals are both welcome and most sincerely appreciated!
Since your referrals are generally individuals you are well acquainted with, you may have some concern that your business matters will be discussed with the new clients that you refer. I guarantee the confidentiality of your client information. Your personal, financial and tax data are never shared with anyone else.
An Expression of Confidence
When you refer clients to me, you are expressing your faith and confidence in the services that I offer and will continue to provide to you. You may have business associates who need professional tax assistance of family and friends who struggle to do their own taxes each year. No matter who you refer, rest assured that their individual tax needs will be handled in the same professional manner as you have been.
Ask them to call early
The Tax season schedule is a hectic one. Although new clients can always be accommodated, we recommend that your referrals call as early as possible to provide the time for proper review of their particular situation.