Becoming a Client

Part of the GreatCPA® Difference is that I very closely monitor my capacity to add new clients. I am different from most CPAs insomuch as I never take on more work that I can complete with an appropriate level of immediate responsiveness. My existing client base is generally pretty close to my desired capacity, so I usually only have limited openings for new clients each year.

In addition to monitoring my capacity, it is extremely important to me that sufficient time is always allowed for planning, education and back-and-forth questioning that occurs in advance of each tax season. Because of this, I generally only add new clients when there is sufficient time for organized planning.

davidvector-02.png

With all of this taken into account, my policy is to only add new clients during the specific, time-sensitive period of June 15th to September 15th in the current year for each year’s preparation in the following year’s tax season of January 15th to April 15th. June 15th to September 15th is also the time when I prepare immediate prior-year returns for new clients that have valid extensions.

In short:  I am unable to add clients between September 16th of the current year and June 14th of the following year. 

I make two exceptions to this window:

  • New clients who are referred by existing clients where the referral can be confirmed to be a family member, close friend, confident, or strong ally, may be added at other times, subject to capacity issues.

  • Multiple-Year-Non-Filers (“MYNFs”) with two (or more) years outstanding may be added between June 15th and December 1st.
     

To be added as a client in the above circumstances, the first step is always a telephone call to make sure we have a match. If we decide to proceed, we will set a meeting along the following lines:

A big part of the GreatCPA® Difference is a close working relationship. I charge a flat $325 fee for an up-to-one hour in-person meeting to discuss current year’s issues and to plan for the preparation of the current year’s return(s). This will be a non-stop, issues-oriented meeting. I ask that you bring 3 years of immediately-prior returns (bring your printed copies of the numbered and lettered schedules that comprise the actual Federal and State returns as-filed). Payment is required on the day of the meeting by check, cash, or Venmo.

As a new client, you will be added to the client database and considered an equal member of the existing client family and will receive the following benefits:

  • Guaranteed spot for the next busy season’s preparation as a normal, ongoing client. We will agree on a general deadline for the receipt of information to prepare your returns.

  • 20% off (up to $325 in total) on any amended or prior year returns that we agree (during the meeting) need to be done, including a just-prior year return (if you haven’t filed yet). Fee quotation(s) provided at the meeting.

  • Copy of the prior busy season’s year-end client letter and engagement letter that were issued to clients the prior January 1st.

  • Ability to have additional consulting hours at a $285/hour rate for more planning, meetings, preparation and assignments—whatever you need. 

  • My personal cell-phone number

  • Ability to call (at no charge) with brief questions for the remainder of the year — existing clients are never billed for brief and infrequent telephone calls.

  • Upcoming busy season’s year-end letter issued next January 1st (on or about).

If you've reviewed the above information and think we would be a good fit, please give me a call.

I ask that our initial contact to occur by telephone (804.359.1330) during normal business hours so that we can discuss your unique situation. Should you by chance reach my voicemail, almost all messages are returned within 90 minutes.… One of my cornerstone values is that I never leave the office for the day until all calls are returned. 

Call David B. Robinson, CPA at 804.359.1330