Our Target Clients
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Our Target Clients
To help our referral sources to find the clients we can best serve, the following is a description of our target clients:
Business Clients:
– Nonprofit organizations
– Small to mid-sized businesses
– Service-based businesses
– Small to mid-sized businesses
– Service-based businesses
Individual Clients:
– Professionals
– Investors
– Individuals seeking proactive tax guidance
– Investors
– Individuals seeking proactive tax guidance
Requirements are:
- Open & Honest
- Co-operative & Fun to work with
- Pays on time & refers clients