Doucett & Silfies CPAs Inc.

BACKGROUND

Briefly describe what your company does and your role there. 

I own and operate a private chefing/catering/event planning business. We provide high end food and services to the public.

OPPORTUNITY / CHALLENGE

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

To establish my business with a professional with a solid reputation so I could comfortably minimize my tax risks

SOLUTION

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

I give my tax consultant preliminary info and then we discuss it and the taxes get filed as well as he gives me advice for the coming tax year

How many people does your company work with?

2-5

How did you find this provider?

Referral

Why did you choose to work with them?

• Positive reviews and ratings
• Close to my geographic location
• Referred to me by a trusted source
• Company values aligned

RESULTS & FEEDBACK

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

This organization has saved me money on my taxes and provided timely info each and every year

How does your team communicate with this service provider?

• Phone calls
• Email or Messaging App

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

No