This will be my second year using LinkedIn ProFinder service to match me with online tax service clients. The service was only marginally successful last year (the cost of providing the service was approximately equal to the fee received) last season but I decided to participate again because I found one new client who I really like. We have a good working relationship and my practice has always been focused on building relationships. Also, my offer and internal procedures for working through ProFinder are more polished and more efficient this year. So the plan is to grow and improve on a modest start last season. The 1,474 character response (1,500 is the maximum LinkedIn allows) offer is posted below.
Thank you for using this LinkedIn ProFinder service. I focus on providing professional online financial services to small businesses and consumers. My practice has been mostly online and virtual since the late 1990s and this is my second year offering service through ProFinder. Here’s what you need to know to evaluate this offer:
- REFERENCES: For an independent profile and consumer reviews see https://proadvisor.intuit.com/app/accountant/search?searchId=tony-novak. For more information on my own web site see http://www.tonynovak.com/taxes
- ACCESS: You will have my cell phone, a secure document portal, secure messaging and online video conferencing. I respond personally to calls and texts.
- AGREEMENT: A detailed and customized written agreement that includes what is included and what is not, start and end date, and other details. You can see a generic sample agreement at http://tonynovak.com/2017-tax-return-engagement-letter/.
- PRICE: My fee is based on National Association of Accountants survey results published at http://nsa.thevoicesoftware.com:3000/survey_nonmember.html. You can easily look up the fee that applies to you and we can discuss any necessary adjustment for your situation. The minimum fee is $100 as listed above. Travel costs, if any, are not included.
NOT A FIT? Then please consider sharing this offer online or with your personal contacts. I pay a $50 referral fee. See http://tonynovak.com/referral-fee-for-2017-tax-season/.