Client Referrals
If you have a client situation for which you need in-depth support, Tom is available to collaborate.
Here are two common examples of collaboration:
Tom represents your client in the United States Tax Court in an IRS matter, but you continue to serve as the client’s tax professional and return preparer.
Tom assists you with the development of a comprehensive tax reduction plan for your client, but you deliver and implement the bulk of the plan.
If you have a client who needs ongoing tax return preparation services on complex issues, and you no longer feel comfortable preparing the return, Tom will consider taking on the client; however, he has limited capacity for annual tax return preparation services.