Please Tell Your Accountant
The year of 2021 brought a lot of change. People got married, had children, made investments, started businesses, formed entities and started taking risks. Some individuals have suffered financial and personal losses this year as well. As we all have dealt with the adjustments that last year brought, it is often not a thought to inform your accountant until the tax deadline comes around. These changes that occurred could have a significant impact on your filings and finances. Client communication is necessary at CROFT & FROST. The more you share with us, the better!
When tax preparers reach out to clients, they go through a round of questions. These questions might seem repetitive and unnecessary. However, it is imperative to us that we ensure that our clients information is understood, accurate and up to date. CROFT & FROST wants to ensure that we provide our clients with the best value of services. So, if you have moved, gotten married or divorced, changed your phone number or email address, had a child, made an investment, borrowed against your 401K, received stimulus checks, started a business, or any other major financial or personal changes, please tell your accountant. The more information that is obtained, the better we can ensure your taxes are filed promptly and accurately. To tell your accountant of any of these changes or more go to: www.pleasetellyouraccountant.com.
By: Katlyn Richardson, Onboarding Specialist at CROFT & FROST