Without thinking real hard, I can come up with about $400,000 you’ve saved me.
Dear John,This is a “thank you” note. You’ve been taking care of me and my company for close to four years now, and without thinking real hard, I can come up with about $400,000 you’ve saved me: Personally, you got me a tax refund of $3,000 that I didn’t expect, plus you got the IRS to waive $15,000 worth of penalties. Your advice on estate planning will save me and my heirs at least $200,000. For my company, you established a $35,000 credit line at a great rate because you managed to get three banks
clamoring for our account. And, best of all, you converted this company to an S Corporation, saving us $150,000 in taxes this year. You’ve answered all my questions in English, in a way I could understand. You’ve talked to me as a person with a business, not a client with a checkbook. You’ve taken the time to get to know me, my business, and the way it all fits together. You’ve removed my burden of paperwork and form filing and unbalanced ledgers and allowed me to concentrate all my energy on product development and increasing our sales. In short, your thoughtful attention to this company has made it possible for us to grow.Again, thank you for your guidance. We really couldn’t have done it without you!Sincerely,Kim Burn
Business Manager
Jeanette Crews Designs, Inc
