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Client Checklist
Welcome new clients! Please review the form and prepare the information in this checklist, so we can assist you better.
We believe that selecting the right financial services firm is paramount to the financial success of any person or organization.
TaxSeasons believes in building relationships with our clients, and we view these relationships as partnerships. Our service is founded on the commitment, dedication and professionalism of our people. We strive to service our clients by adhering to our own standard of excellence. Our business philosophy is to partner with our clients to provide them with the highest quality of services by implementing practices of nothing less than excellence as a firm standard.
What Our Clients Say
The team has provided tax help to me and my company
from an early stage of our development.
The support provided has been excellent, with rapid
and accurate processing of our complex issues.
I have been using their tax help office for years now.
They are really a standout amidst other offices.
We Save Your Time and Money.
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YEARS OF PRACTICE
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HAPPY CLIENTS SO FAR
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THOUSAND DOLLARS SAVED
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U.S. OFFICES
Our Services
Audit & Assurance
Delivering premium quality and comprehensive audit and assurance services is one of our highest priorities
Business Services
As a business owner, you must know all tax pitfalls, that’s why our business planning department is working for you
IT Control Solutions
We’ll find the solutions you need to boost your financial life today and make the most of your cash resources
Tax Advisory Services
We are ready to provide you with up-to-date tax information online, by phone, or during personal meeting
Year-End Tax Planning
Using proper tax planning, our professionals will teach you how to pay less tax and receive optimal returns
Financial Planning
We will work through the process to identify your needs, goals and strategy, and put your plan into action
