We’re On Your Side

One of the best aspects of my job is developing relationships with my clients. I love watching a client’s business develop through the years of our relationship, and I feel a big part of my job is working with them as they succeed and grow. That is one of the top reasons I chose Hauser Jones & Sas, as I felt that mentality has been built into the culture here.

One thing that surprises people about accountants in general is, while we love the work we do for you (our clients), we don’t want to spend a lot of time on your return any more than you want to wait for it.

Because we are on the same team, it is our goal to get you the biggest possible return in your account in the quickest time possible.

Do you agree we have the same goal?

Then, let me tell you the easiest way to achieve it: don’t just keep a pile of “stuff” and hand it over at tax time. That creates a lot of extra work (which means unnecessary time and expense) and neither of us want that. Instead, here are a couple of tips to help the process go as quickly and smoothly as possible:

Become a well-oiled machine.

Keep track of what we asked for the prior year and give the same items to us the next year. Place them into a folder as you get them so it is easy to grab when the time comes. If you aren’t sure what to provide or if it is your first year with us, send me an email. I would be happy to provide a list of items we will likely need to get the process started.

Send in bulk.

Missing items is inevitable, and we almost always ask for a few extra items to complete your filing. While it may be tempting to send items one at a time as you find them when we’ve sent you a list of outstanding questions, it is better to give us a stack of missing items. That way, we can do it all at once, increasing efficiency and reducing chargeable time.

Keep in touch.

When big milestones happen in your life and business (or you are considering changes) drop us a line so we are in the loop. Changes that may seem insignificant could have a large impact on your taxable status (some good and some not so fun) and we can help you plan for them along the way. That way, we will already be in the know and ready to file everything properly so you don’t have to remember all the little details from throughout the year (working to that same goal I mentioned above).

When clients work with us in this way, it is a real dream for both sides. We know which forms to pull in advance, so the meetings go faster. You already have everything set aside, so there is less stress and time for you as well. And, when we are connecting, it is to share in big wins, catch up, and keep each other informed (instead of hastily trying to scour for final items right before a deadline).

And, as I said at the beginning of the post, saving time means saving you money and getting you the biggest return in the quickest time possible. Doesn’t that sound nice?

BONUS TAX PLANNING TIP:

With the tax reform, entertainment is no longer deductible, so any “meals and entertainment” accounts should be separated so the “meals” category is distinct from “entertainment” for 2018.

Make the change now and save money for 2018 so we don’t have to go through your account to separate them later!

Elisa Mueller
Elisa joined Hauser Jones and Sas after having worked in industry as well as with a national public accounting firm. She is a CPA and also has her MBA, and uses both while working with small business owners on their goals and how she can help get them there. She loves using her diverse work and educational background to help her be a translator for small businesses who don’t know what they need and how to ask for it, and Elisa is always happy to discuss planning opportunities with her clients.

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