Tax Law
$50,000 to $199,999
Nov. 2012 - Ongoing

5.0

Quality: 5.0

Schedule: 5.0

Cost: 3.5

Willing to Refer: 5.0

"They have been phenomenal."

Apr 29, 2022

Owner, International Shipping Company

Anonymous

Other industries
Olympia, Washington
1-10 Employees
Survey Response

Lindsey + Associates, LLC has been hired by an international shipping company to help them with their tax concerns. The team reviews and prepares the client's taxes every quarter.

Lindsey + Associates, LLC has been thorough with their reviews and quarterly tax preparations for the client. Furthermore, the team has been successful in planning and strategizing legal reductions of tax liability that maximize the client's after-tax income.

BACKGROUND

Briefly describe what your company does and your role there.

I am the owner of the company. We do consolidated shipping and have retail centers. International.

OPPORTUNITY / CHALLENGE

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

Reduce taxes safely. Help in planning for future.

SOLUTION

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

Quarterly review and preparation of taxes and most importantly a Quarterly session of planning forward steps.

How many people does your company work with?

2-5

How did you find this provider?

Conference

Why did you choose to work with them?

Close to my geographic location
Referred to me by a trusted source

RESULTS & FEEDBACK

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

Very successful. More stays in the company. Seems we make all the right moves now.

How does your team communicate with this service provider?

In-Person Meetings
Virtual Meetings
Phone calls
Email or Messaging App

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

Not that I am aware of. They have been phenomenal.

RATINGS

5.0

Lindsey + Associates, LLC

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