Larsson, Woodyard & Henson, LLP

BACKGROUND

Briefly describe what your company does and your role there. 

I am the owner of a small antique shop in a tourist town.

OPPORTUNITY / CHALLENGE

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

I felt I was capable to handle the paperwork for taxes on my own and felt much more comfortable with having a certified CPA firm doing this service for me.

SOLUTION

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

They do my monthly state sales tax forms along with my yearly Federal tax forms. I supply them with the information needed to prepare the correct forms.

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
• Pricing fits our budget
• Referred to me by a trusted source

RESULTS & FEEDBACK

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

They promptly send me my monthly sales tax forms, typically within days after I give them the information. They also perform my Federal tax forms quickly after receiving the information and after signing they electronically file all forms.

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?

No. I am very confident in their abilities and services.