"Making Windows of Opportunity"
KENNETT SQUARE
P: 610-444-1215
F: 610-444-1635
115 South Broad Street
Kennett Square, PA 19348
WILMINGTON
P: 302-478-9515
F: 302-478-0262
3519 Silverside Rd
Wilmington, DE 19810

Prospective Clients

We prefer to meet with all new and prospective clients to introduce ourselves and the services our firm offers. This provides valuable face to face time to evaluate whether we will be a good fit for each other. Additionally, at this meeting we will review your prior year’s tax returns. Should we discover it to be advantageous to amend any past tax returns we will advise you accordingly.

Appointments:

Call our office at (610) 444-1215 between 8:00 am and 5:00 pm Monday through Friday to set up your initial meeting with us. From mid-February through April 15 business hours include weekday evenings and Saturdays. You can also contact us via Email  or you can submit your Contact information.

Get Directions to our Kennett Square, PA office.

Get Directions to our Wilmington, Delaware to office.

What We Will Need:

New Client Questionnaire

Individuals

We ask that you provide a completed New Client Questionnaire as well as prior Federal, state and local tax returns for the past two years to give us an overview.

Businesses

Unless you are a new business, we ask that you provide prior Federal and state tax returns for the past two years to give us an overview. It is very important that you furnish us with current depreciation data. Copies of payroll tax returns, Quickbooks data and any other pertinent information will also be needed in order to prepare an accurate current year tax return. Available services also include payroll, payroll taxes, financial statements and audits.

Billing for our Services:

Our fees are determined by the amount of time required to complete the work by individuals of various levels of experience. We assign work to our team members that will be best able to complete the job in a cost effective manner while maintaining our commitment to quality. Each engagement is reviewed by a partner for final approval. An organized and complete presentation of your information will help us to complete the work efficiently and promptly.