DiLucci

BACKGROUND

Introduce your business and what you do there.

I’m the owner of Town Square, a senior care center.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with DiLucci?

We needed someone to do our state and federal taxes.

SOLUTION

What was the scope of their involvement?

Initially, DiLucci wanted to understand our business and the financial projections we had. After that, they supported us in doing our first filing. They’ve used QuickBooks and a secure portal to transmit information.

What is the team composition?

We work with the owner and an office manager.

How did you come to work with DiLucci?

We found them through our business network; someone referred them.

How much have you invested with them?

We’ve spent about $5,000.

What is the status of this engagement?

We started working with them in November 2021, and our relationship is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

They’re very knowledgeable about filing and doing our taxes on time.

How did DiLucci perform from a project management standpoint?

Project management is excellent. We mainly communicate via emails and phone calls.

What did you find most impressive about them?

They’re experts in so many areas. I’ve never asked a question that they couldn’t answer immediately. Additionally, their responsiveness is outstanding as well.

Are there any areas they could improve?

No, I can’t think of anything. 

Do you have any advice for potential customers?

Make sure you ask all the questions and give them all the necessary information.