Tax Advice With Personalized Attention
Have you ever wished you had a better picture of your financial situation but had no idea where to start? Do you miss the personalized service that is difficult to find in today’s CPA firms?
We cater to a smaller client list, providing a level of personalized attention and service formerly reserved for high net-worth families.
Kristi Cherry is a concierge CPA. We spend more time getting to know you and diving deeper into your specific financial goals. We want to work side by side with your financial advisor to create an overall, comprehensive financial plan.
When most taxpayers think of a CPA, they think of tax return preparation. However, by the time a tax return is prepared, it is after the fact.
It is too late for tax planning for that year. With a concierge CPA, we take the time to work with you beforehand as to what steps and strategies are needed to minimize any tax burdens for the upcoming tax year.
Although most CPAs are deeply committed to providing their clients the highest level of service, this is most derailed with heavy workloads. As their client base grows, it becomes more challenging to deliver excellence consistently.
The concierge model allows us to limit the number of clients so we can devote more time to each of our clients. We scale down our list so we can deliver personalized service and consistent excellence, not just as a tax preparer, but as an involved member of your financial team.
Let us take the controls as your Concierge CPA navigating you through your individualized tax solutions.
Kristi Cherry, CPA Concierge Tax Services is a tax firm based in the Dallas/Fort Worth, Texas area.
The Company’s unique structure offers clients the same array of tax services that were once reserved for the Ultra Wealthy.
Membership provides individual clients with year-round access to trusted, savvy tax professionals.
Capable of meeting the demands of busy schedules, and unique situations.
Our primary focus is giving our clients exceptional quality and personalized service that provides a high level of financial confidence throughout the year.
Our all-inclusive CPA Concierge Tax Services incorporate professional tax consulting, strategic planning, and timely preparation and filings.
We are your premier financial tax partner – minimizing taxes, increasing savings, and completing all the necessary paperwork for you!
“Maybe it’s time to get to know your tax professional on a personal basis so you can see how refreshing it is to turn this part of your life over to someone you can trust. Discreteness and confidentiality are the upmost importance.”
Classic Values Of Luxury Hospitality, Customized For Your Tax Situation.
When you join the roster of elite members at Kristi Cherry CPA Tax Services, you can have the utmost confidence that relevant tax code changes will not catch you by surprise!
You’ll have personal access to our firm and resources to help you keep your financial lifestyle management on track.