Accounting
$10,000 to $49,999
Jan. 1971 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 4.0

Willing to Refer: 5.0

"They readily share strategies that have been proven to work with other small businesses."

Apr 29, 2022

Owner, Farming Wholesaler & Retailer

Anonymous

Other industries
Marion, New York
1-10 Employees
Survey Response

Cole Tax Services assists a farming wholesaler and retailer in handling tax preparation and accounting activities. They file the client's quarterly tax and provide information on new laws and newsletters.

Cole Tax Services immediately addresses business concerns and is quick in conducting research that will provide more accurate answers. The client has praised them for always having the latest tax information. They also shared strategies, which were helpful for the company's growth.

BACKGROUND

Briefly describe what your company does and your role there.

Farming, sales, wholesale, retail. Owner

OPPORTUNITY / CHALLENGE

What were your company's goals when you started looking for a partner?

A company that was trustworthy, established and would always give me the best advice starting up and continuing my business.

SOLUTION

Describe the scope of your partner's work with your company. Please include a summary of any key tasks or deliverables.

They advise me of any new laws, monthly news letter, always available with any problems or questions, take care of my quartly tax and much more.

How many people does your company work with?

2-5

How did you find this provider?

Used them for several years for personal income tax.

Why did you choose to work with them?

Close to my geographic location
Great culture fit
Company values aligned
Trustworthy

RESULTS & FEEDBACK

What are the results or deliverables of this partnership that demonstrate progress or success?

They always have the latest tax information, business questions are addressed immediately and researched in a timly manner if an immediate answer is not available. They readily share strategies that have been proven to work with other small businesses.

How does your team communicate with this service provider?

In-Person Meetings
Phone calls
Email or Messaging App

Are there any areas for improvement or something this service provider could have done differently?

RATINGS

5.0

Cole Tax Services

our mission is to provide personal, professional

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