EXPECTATIONS
|
|
| That we will treat you with honesty, integrity and politeness. |
| That we will help you in every way we can including;
- finding the right structure for your investments - reducing your tax - keeping our fees as low as possible. |
| That we will finalize your returns as quickly as we can which is generally in about 4-8 weeks. However this timeframe may be extended during busy periods. |
| That we will promptly return your phone calls or emails when we get them. |
| That open communication will be at no cost to you so that we can help you make the right decisions. |
|
That you treat us with honesty, integrity and politeness. You will get the best out of us if we are treated this way. |
| That you do everything you can to give us the information that we need to look after you properly. |
| That you turn off your phone during your appointment, so that you can concentrate fully and get the most out of your appointment. |
| That we complete all returns within your family group. This includes all company, trust and spouse returns. |
| That you turn up to appointments on time and let us know if you can't make it for some reason. |
| That you pay our account on time. So we can focus our attention on looking after you. |