What we expect from you
|
What you
can expect from us
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That you to treat us with honesty,
integrity and politeness.
You will get the best out of us if we are treated this way. |
That we will treat you with honesty,
integrity and politeness. |
That you turn up to appointments
on time and let us know if you can't make it for some reason.
|
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 you pay our account on time.
This way, we can focus our attention on looking after you. |
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 you do everything you can to
give us the information that
we need to look after you properly. |
That we will promptly return your phone calls or
emails the same day
we get them. |
|
That you turn off your phone during your appointment, so
that you can concentrate fully and get the most out of your
appointment. |
That open communication will be at no cost to
you so that we can help
you make the right decisions. |
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That we complete all returns within your family group. This
includes all company, trust, spouse returns. |
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