Tax City, Inc.

BACKGROUND

Introduce your business and what you do there.

I’m the VP of business development at Green Leaf Business Solutions.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with Tax City, Inc.?

I hired Tax City, Inc. to handle my taxes in 2020.

SOLUTION

What was the scope of their involvement?

They used QuickBooks to prepare my 2020 taxes.

What is the team composition?

I worked with one person from Tax City, Inc.

How did you come to work with Tax City, Inc.?

I met Tax City, Inc. through a working relationship and used them for personal factors.

How much have you invested with them?

I spent $1,200.

What is the status of this engagement?

We worked together from October 2019–January 2021.

RESULTS & FEEDBACK

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

They were able to implement tax-saving strategies, which allowed me to save a lot.

How did Tax City, Inc. perform from a project management standpoint?

They had a great project management process. They were timely, and everything was awesome. We communicated through phone calls and email.

What did you find most impressive about them?

Tax City, Inc. was personable and easy to work with. As a result, I referred them to many people.

Are there any areas they could improve?

They could hire more people for their team.

Do you have any advice for potential customers?

Provide them with your tax information as early as possible.