| 31 October 2009
Thompson Creek welcomes the opportunity to work with the outstanding community of CPA’s in our community. We base much of what we do on the extensive feedback received from you, the trusted tax and accounting advisors to our clients.
Our goal is to work with you to insure our mutual clients receive the best advice, efficiently coordinated, they possibly can. Upon the beginning of any relationship we will contact you on their behalf to establish a smoothly working, well thought out process for coordinating our efforts. We cannot be as effective as we wish without your expertise and help.
You will have the opportunity to educate us on client needs, action steps they have not yet completed and the information you need to serve them most effectively. By having highly qualified financial, legal and tax professionals proactively assessing your clients’ needs with a comprehensive approach, you can be confident your clients’ issues will be addressed on a timely and proactive basis.
That means when your services can help we will make sure the client knows, we will contact you and deliver the necessary data and documentation early in the process rather than late in the game, or even after it is too late. We will fully inform you of suggestions involving tax and estate planning for your review and comment before presenting them to your client. As their trusted advisor we know that is what your client wishes as well.
While we may have opportunities throughout the year to communicate with you, we will work closely with you at least three times a year:
- During the Fall, we will contact you to assess any end of year tax planning needs.
- If possible, we will gather and deliver all tax related information necessary to file your clients’ returns by February and help avoid last minute tax prep crunches. Our professionals will review each client to avoid any surprises due to you not being aware of key relevant information.
- Each year we conduct a roundtable discussion between all relevant professionals for each client. This unique opportunity for professionals to discuss, analyze and assess each client with insights from a variety of experts not only is a benefit for the client, but a chance for true learning for all of us. We invite you to participate in these collaborative exercises with your clients’ permission.
We believe our process will help you become more valuable to your clients, reduce the chances for errors and oversights and develop opportunities to add value through timely and proactive advice before it is too late or opportunities pass by.
We know how much you care about your clients and we welcome and encourage you to help us serve you and them. Please do not hesitate to call us and help us design a process to help you serve them in the most effective way possible. Your feedback has been essential in designing what we have accomplished so far, it will not be less so in the future.
Finally, we encourage you to contact us to ask questions or ask for help in any way. We want to be a resource for you to thank you for being the wonderful resource you have been for us.