(1)Seeking a New Tax Preparer | Next Steps for Tax Filing and Book Reconciliation, (2)Switching CPAs? How to Start with a New Tax Professional, (3)New Tax Client Enquiry | Steps to Work with a Professional Accountant, (4)How to Transition to a New Tax Prep

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Real Client Quotation - Needs Tax Return - Had Issues with Previous CPA

The prospec needs to find an accountant to reconcile her books and do her tax returns!

  • 22 July 2021
  • Author: FinHub
  • Number of views: 866
  • 0 Comments

Hi,

I recently changed CPAs for personal reasons; hence, the need for a certified preparer/accounting professional to help with my tax filing and may be reconciling my books.

Over the years I haven't owed taxes and I have ensured making estimated tax payments in due time coupled with applying my  federal return to my estimated tax...

I currently have my tax forms, notices, prior year data and all other tax related credentials ready for preparation and I was wondering if you are taking on new tax clients and what is/are the next step(s)to work with a firm like yours?

I hope to read from you!

Regards
 

 

REPLY

Hi Maria and thank you for the enquiry.

Please send us the last submitted tax return and briefly explain to us your business in order to send you our quotation.

Have a great weekend ahead!

A FINHUB ACCOUNTANT!

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