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To listen to the podcast version of this memo click here —> Podcast Version
Recently, CBIZ bought out Marcum, to create one of the largest accounting / tax preparation firms in the world.
Their total combined income is over $2 billion.
We all know how customer service and professional quality improve when massive impersonal firms gobble up smaller ones.
I am joking of course.
Personal service goes by the wayside, and your account is just another nameless folder.
Want to talk to an owner? Why would you?
You don’t need to talk to a real person ever again, they have the latest AI Chat Bot to help you.
I love those, don’t you? Ridiculous.
I still believe in Human Intelligence over Artificial Intelligence.
If your CPA has sold you, against your will, to a much larger company, don’t stand for it.
Most times clients aren’t even informed. One day they call their old accountant only to find a complete stranger on the other end of the phone who claims to be your new tax advisor.
Oh really, who are you?
You don’t need to put up with this.
Call me if you have been victimized this way.
There is a better, more personal and traditional option.
Fight the monolithic consolidation.
Your tax returns are the most important financial documents you sign all year.
Don’t let anyone decide for you who will prepare them.
You have options. Take back control.
Call me and talk to a human being.
Questions? Concerns? Call me on (732) 673-0510.
We are not just your CPAs in tax season.
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Click here to request a consultation or ask me a question.
Please reach out to me without hesitation with any tax, business or
accounting question, and to schedule a consultation.
Tax Laws are complex.
It is very easy to make mistakes that can incur penalties.
Do you have a Tax, Accounting or Business Question?
Call Me Immediately. (732) 673-0510.
Is your CPA or Attorney
ignoring your Phone Calls and Emails?
Call Me Immediately. (732) 673-0510.
Remember,
“If We Aren’t Working For You, Then You Aren’t Working At Your Best”
Chris Whalen, CPA
(732) 673-0510
81 Oak Hill Road
Red Bank, NJ 07701
www.chriswhalencpa.com
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