Since you’re here, I know there’s a good chance you’re looking to find an accountant you feel is a good fit for you and your situation. What I’ve found is that most of my clients didn’t feel their past accountant was easy to work with, and their accountant wasn’t giving them the attention and time they wanted.

Perhaps you’ve felt this way too, or perhaps you’ve never had the chance to work with an accountant before. In either case, there is a good probability that I can help you; all you have to do is call.

Instead of looking at you as a just another customer, you and I will create a peer-to-peer, honest and respectful relationship where you will feel comfortable discussing your tax and financial situation. This is sensitive information, so I will work hard to establish a positive, trustworthy environment where you feel at ease discussing your situation.

If you’re like most people when it comes to personal taxes and finances, you might be unsure when to call an accountant.

Have you ever felt like your accountant could help you but you didn’t feel confident or comfortable in calling her/him? Maybe you felt like you were bothering them, or they wouldn’t be interested in helping you.

This happens a lot more than you think, so I want to encourage you to contact me when you feel I can help you. Here are a few ideal times I would encourage you to pick up the phone and call me to help you, when:

• You need personal tax help and advice
• You want to save up for your child’s education, early retirement or special trip across the ocean, and want to be sure you're on track
• Your income or your family’s income has recently changed
• You’re worried about living paycheck to paycheck
• Your family life or family situation has changed
• You want guidance and a practical plan in getting your spending under control

If you need help filing your taxes you’re going to have peace of mind knowing that the returns are done correctly and on time, so you never have to worry about them. Or if you need cash planning or financial goal setting, you’re going to receive honest, practical advice that will help you achieve your financial goals. I can help you.

While it’s on your mind why don’t you contact me today at 480.991.5850 so we can discuss your situation and determine the next step to help you out? You’re going to feel better that you took action to get this off of your plate.

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