How Can I Get the Most Value from your Services?
Be prepared to discuss your plans and objectives. We can most effectively advise you and serve your best interests when we understand your goals.
Gather all relevant personal, ministry and business financial information so you can give us a clear picture and ask specific questions.
Be clear and candid about what you expect from our services.
To save yourself unnecessary fees, keep good records and avoid using our professional time for routine recordkeeping.
Keep us informed of changes in your professional and personal, ministry, and professional life. A marriage or divorce, the birth of a child, an inheritance, a career change or a generous bonus can have a significant impact on your tax liability and financial goals.