Violeta Rivas

It is a significant WIN for me. I am now closed to new full-service clients for the remainder of the year, but I still have openings for tax advisory and specific services, such as second opinions on taxes and financial statement or cash flow reviews. Also, most accountants neglect to teach clients the importance of understanding their numbers that tell a story and provide interesting insights.

I am already implementing tax strategists for 2024 and 2025 and if you are my client and filed an extension this is a reminder that we should meet soon. For my new clients, your onboarding files should be complete and our meetings schedule. Also, if you have not told us what is your preferred way of communication, don't forget to let us know