Do you remember the Burger King ads that ran years ago? They always ended with “Have it your way”. It was a positive message that conveyed the importance of client satisfaction.
Fast-forward to today and the You First tax checklists (I bet you didn’t see that coming!). Despite all appearances, asking you to complete these lists our way also represents a desire to satisfy our clients.
After all, the less time we spend asking questions and trying to organize your information, the less it will cost you, and the more likely you’ll benefit from our below market tax preparation rates.
In addition, those clients who complete the checklists as required benefit from a 20% discount on their total. Those who don’t will have to pay full price.
So, while Burger King might hold the lettuce, we’re holding onto our outstanding value.
When you complete the checklists as instructed, we’re able to enter the data into our tax software and in the order which the system requires. It’s efficient and cost-effective.
However, even the slightest discrepancy can result in extra time for us.
We’ve had clients deliver organized, colour-coded and exceptionally detailed information. Yet, because it differed from our software’s system, the time we invested increased, as did our cost.
The fact is, we want to spend all of our time saving you money and making you money. Nevertheless, if you want us to spend time on you unnecessarily, then have it your way (but it will cost you!)
You can find all the checklists here.
Thank you for preparing our Tax checklists
Odette and the You First Team