Fuller Bentley conducts free initial interviews with new clients to determine needs and expectations. This also helps us define the scope of service required, and determine an efficient billing structure, whether fixed fee or hourly.
At this initial meeting, clients are asked to provide two years prior tax returns, current financial statements and/or tax information, plus organizational documents for entities and trusts. We prefer to meet with our business clients on a quarterly basis, and our individual clients annually. Meeting with and talking to you on a regular basis to discuss issues and opportunities is part of what we bring to the table.
Tax services include:
- Tax compliance – completing forms and returns, and fulfilling taxpayer’s responsibilities in accordance with tax regulations.
- Tax planning and strategy – Proactively working with clients to reduce their tax liability.
- Business consultation – Assisting clients with the process of starting and managing a business