November 24, 2015
Business Year End Checklist - Preferred Delivery Method (PLEASE RESPOND)
While I'm sure many of you are busy preparing for the Thanksgiving holiday, I'm hoping you will take a moment to read and respond to this email. As previously communicated, the year-end business tax checklists and engagement letters will be distributed next week. Historically, we have sent hard copies via regular mail. However, I recognize that some of you may prefer to receive pdf copies of the checklist and engagement letter via email.
Please respond to this email no later than Thursday, December 3rd with your preferred delivery method. A simple reply with either "email' or 'hard copy' will suffice. If I do not hear from you, the year end business package will be sent via regular mail.
Thanks in advance for your reply. Happy Thanskgiving!
Jennifer Aufiero, CPA
“Jarod is very sharp, detailed oriented, committed, and responsive”
“Like the completeness of their work, total confidence in them … reasonable fees”
“They are very loyal to their clients”
“Great investment advice, like their flat fee for wealth management planning work … it makes it easy for us”