Client
An individual who had been working with the same accountant for years but was forced to find new support after their accountant sold their business to another firm.
Challenges
The client came to us feeling uneasy after their long-time accountant sold their practice to a larger firm. They weren’t comfortable with the impersonal nature of the new firm and felt that they were no longer receiving the level of service they were used to for their personal tax preparation. Additionally, they were concerned about the rising costs associated with the new firm and were unsure of where to turn for a more personalized, reliable solution.
How Basso & Guida Helped
1. A Personalized Approach
From the very first meeting, we took the time to sit down with the client and truly understand their personal financial situation. We listened to their concerns, reviewed their previous tax filings, and ensured they felt heard and valued. Our goal was to make the transition as seamless as possible while delivering the focused, one-on-one service they had been missing.
2. Comprehensive and Focused Service
After carefully reviewing the client’s tax situation, we provided a more complete and tailored approach to their tax preparation. By taking the time to understand the nuances of their financial landscape, we were able to identify potential tax savings opportunities that had been overlooked in previous years.
3. Cost Savings
Despite offering more in-depth and focused service, we were able to provide our services at a lower cost than what the client had been paying. The client was not only pleased with the quality of our work but also relieved to be paying less for better, more personalized attention to their tax needs.
4. Building a Long-Term Relationship
Beyond just preparing their taxes, we provided the client with ongoing financial advice to help them better manage their personal finances year-round. Our goal was to not only meet their current needs but to build a long-term relationship based on trust, reliability, and excellent service.
Results
- Successfully transitioned the client to Basso & Guida, providing a smoother, more personalized experience.
- Delivered more complete tax preparation services, identifying tax savings opportunities that had been previously missed.
- Reduced the client’s overall tax preparation costs compared to what they had been paying at the previous firm.
- Established a long-term relationship based on personalized service and ongoing financial guidance.
Client Testimonial
“When my accountant sold their business, I wasn’t comfortable with the new firm. Thankfully, I found Basso & Guida, and it was a night-and-day difference. They took the time to really get to know me and my tax situation, and their service is more complete and focused than I ever had before. The best part? I’m actually paying less than I used to! I couldn’t be happier with the switch.”
