ANSWER OUR SURVEY FOR A PRIZE OPPORTUNITY!

January 25, 2012

We are always trying to improve our services and make sure we can exceed our clients' expectations. We hope you will take a few minutes to respond to this brief questionnaire to help us better meet your needs.

To show our appreciation for you taking the time out of your busy schedule, we will enter you into a drawing along with a few select other clients for the chance to receive a $50 gift certificate to the restaurant of your choice.

Thank you in advance for your frank feedback.


TAKE THIS SURVEY!
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Again, thank you for helping us better meet your needs and for being such a valuable client.

By the way, our business growth is largely due to clients like you referring us to your friends and family. So we thought we would remind you of all the services we do provide, in case you know someone who could benefit from our trustworthy and affordable offering.

We provide the following services:

  Business Tax Planning and Preparation
  Business Accounting
  Trust Tax Preparation and Accounting
  Transitional (Elder Care) Services:
  Generational Elder Care Planning and Education
  Personal Bill Pay
  Tax Compliance
  Trust Administration
  Care oversight for those who can not care for themselves
  Individual Tax Planning and Preparation
  Audit Representation ( IRS, FTB, BOE, EDD)