We’re currently welcoming new Successful Retiree clients to Royce CPA—and we’d love your help spreading the word.
Our Successful Retiree clients are typically fully retired and financially comfortable, with income from Social Security, pensions, IRAs and investment accounts. Some also have rental properties, trusts or other investments that make their tax returns a little more complicated.
They’re not necessarily looking for year-round tax strategy or complicated planning. They want something simpler: a CPA they know and trust.
We prepare their tax return, meet with them to explain it, help them understand what to expect for the year ahead, and are here when tax questions come up. Most importantly, we try to make the entire process as easy and convenient as possible.
If you have a parent, sibling, friend or neighbor who sounds like a good fit, we’d be grateful for the introduction. We’re accepting a limited number of new Successful Retiree clients for the upcoming tax season.
Simply forward them this newsletter or have them contact our office and mention that you referred them.
Great clients tend to know other great clients—and your referrals mean a lot to us.