Thursday, December 18, 2008

New Clients and Referrals

We recently sent out the annual tax organizers and a tax planning and strategy letter to all our clients. Let me know if you have any questions.

Anyone referring new tax clients should suggest that they contact me so that I can send them the new tax organizer and advise them on any year-end tax planning.

Hope to hear from you soon.

Have a Wonderful Holiday and a Prosperous New Year.