404-388-4694
I am originally from Sweden, so I am a Viking. Married for over 45 years and he is from Ethiopia He is a minister. Tax professional for 23 years most of them as an EA. I love reading and travel, especially to historical places, my first major was history
Member
Development
2870 Peachtree Rd
#124
Atlangta, GA 30305
As an educator I always give them information on how to improve their financial life. What we work on differs but I always give an assignment for next year. At this point I only do personal tax return with the regular schedules, no accounting or entities
Company
My tax client BM came to me in February 1999.
I recommended her to invest in a house. She is a music teacher and told me that the neighbors complain. Told her that our daughter is a musician too.
She recommended 2 persons at that time. Over 20 years it has grown to 10 generations and several of the legs have grown too.
It is so crucial to ask for referrals when a client is pleased with you.
When I worked at the tax place I always won prize for referrals, on year I had over 50.
In many cases the professional - client relatioinship has grown to frienship.
Be bold and ask for them, it is better that they decide not to do it than for me to not offer it.
A small remuneration, like discount on tax preparation is always appreciated, even if only $ 25.
Referral Trigger Response
Endorsement Letters I've Given
