Tax season will soon be upon us. We realize that for many people, this is a dreaded time of year. However, the tax team at YBI looks forward to every tax season with great anticipation! We have just put 2011 behind us and eagerly look forward to beginning a new year with new opportunities and great expectations. The pace of the office picks up dramatically. But more importantly, it’s a chance for us to see our tax clients; many of whom we only see at tax time. We thoroughly enjoy the personal interactions and catching up on what has transpired in your lives since we last met or spoke. It is our desire to make tax season a pleasant experience for all our tax clients. We strive to provide accurate and timely preparation of your tax returns at a fair and reasonable price.
Referring new clients to us is the greatest compliment you can pay. Did you know that we have a Tax Referral Program at YBI? This month, you will be receiving a letter from our office containing two personalized business cards, like the one pictured to the left. These cards can be given to your friends or family as a referral to our office. For every new tax client you refer to YBI (who has both their federal and state tax returns prepared by our office) you will receive a $25 gift card and they will receive $10 off their tax preparation fee.* It’s a win-win proposition …so take advantage of this offer and introduce us to your friends!
Stay tuned…
*Limit of four $25 gift cards per client.
This is a guest blog by Jackie Ward, the Tax Operations Manager at “Your Best Interest” Financial Services, Inc.
Securities offered through Trustmont Financial Group (TFG) Inc. Member FINRA/SIPC. Advisory services offered through Trustmont Advisory Group (TAG) Inc. 200 Brush Run Road, Greensburg, PA 15601 724-468-5665 Neither “Your Best Interest” Financial Services, Inc. nor 401kPRO are affiliated with TFG or TAG.
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