Discover How Painless
Hiring an Accountant Can Be

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Hopefully, if you have been following this blog you might have some interest in retaining Osprey Accounting Services to help with your taxes. Let me show you how hiring an accountant from us and what our structure of working with a new client looks like. You’ll see how thorough we are. In addition, how easy it is to let us take over one of the biggest stresses in your life!

Hiring an Accountant

Everything starts with a new client interview. Here we will talk about your business and some of your history. This is so we can get an initial framework to make all of our dealings efficient. Second, we will ask you to provide all the pertinent financial information and historical documents. This will make sure we have everything we need to move forward with your return. At this point, Osprey will find the right staff member to work on your return. We have an incredibly talented team with vast experience working with many different industries ready to get to work. This staff member then will get up to speed on your history and look over the documents you’ve provided. They’ll make any adjustments before the return gets started. Your assigned staff member will then actually start and complete the tax return. Once the return is finished, it will be reviewed by a CPA on our staff to double-check for any issues. After we have internally approved the return, we will set an appointment to walk through it. We go over both the return and any suggestions we may have for your next year’s return. This allows our professionals to give you any tips that will help future returns go easier.

Saving You Time & Money

For example, we have decades of experience finding ways for our clients to save on future taxes. During this conversation, we will float some ideas and hear if they can integrate into your current business structure. Additionally, we will be able to make some suggestions about adapting some best practices to help you stay organized throughout the tax year. This will help you save time and money going forward. Finally, once the return is approved by you, we will electronically file it with the IRS. It’s that simple! We have decades of experience working with businesses like yours. My team is well trained and ready to assist with this year’s returns as well as give you the advice to help you maintain a stronger position for upcoming years. Thank you for reading this…I hope to meet with you in person soon.

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