Why Professional Service Agreements?

Over the course of nearly 30 years, we have been a trusted adviser for hundreds and hundreds of clients. During that tenure, we have found that a lot of people are in need of more than just tax preparation. People are in need of a restored sense of financial order, a greater deal of security, and a better quality of life.

We believe that is why the Professional Service Agreement is so important. Instead of seeing us once a year to prepare your tax return, you have access to us all year round. This means:

Four personalized meetings per year to discuss your goals and how to achieve them.
Priority phone consultation whenever you have questions that need answering.
Creation of personal action plans to reach each of your goals.
Emotion-free advice for your financial questions.
And, it includes the preparation and filing of your personal tax return.

It's important to have people working for you that have your best interests in mind. We don't have any ulterior motives. Our objectives are simple. We want to help you:

Clearly define your goals.
Assist you in achieving your goals.

For more information regarding the quarterly meetings, click on "Meeting Topics" to the left.

rickboyse@ameritech.net