The quicker we get all your information – e.g. bank statements, receipts, invoices et cetera – the easier everyone’s job, including yours, is. You, as the client, remember things more clearly, there isn’t a last minute rush to find everything and you can plan for the future far better.
In short, the more we know, the more we can help you and give you a solution perfect for your business – making it more efficient or saving you more tax.
When we have this information, we like to meet face-to-face at least once, but that isn’t completely necessary – but we will need signatures on original documents.
Summary of important points::
1. Give us as much information as possible about your circumstances.
2. Give us this information as soon as possible!