REFERRALS

We rely on satisfied clients as the primary source of new business, and your referrals are both welcome and sincerely appreciated.

An Expression of Confidence

When you refer clients to us, you are expressing your faith and confidence in the services that we offer and will continue to provide to you.  You may have business associates who need professional tax assistance or business guidance, or family and friends who struggle to prepare their own tax returns every year.  No matter who you refer, rest assured that their needs will be handled in the same professional manner as yours have been.

Confidentiality

Since your referrals are generally individuals with whom you are well acquainted, you may have some concern that your business matters will be discussed with the new clients that you refer.  Confidentiality of client information very important to us.  Your personal, financial and tax data will not be shared with anyone else.

---