D.R. LUCAS TAX ASSOCIATES, INC.
30 YEAR OLD TAX AND ACCOUNTING FIRM.
OPEN YEAR-ROUND, OFFERING FULL SERVICE "ONE STOP SHOPPING" FOR ALL BUSINESS ACCOUNTING/TAX/PAYROLL/BOOKKEEPING/AUDIT NEEDS.
OFFERING MAIL IN, DROP OFF, SECURE ONLINE PORTAL, OR OFFICE APPOINTMENTS.
Frequently asked questions
What is your typical process for working with a new customer?
*INITIAL CONSULTATION WITH PROSPECT
*REVIEW OF PRIOR YEAR COMPLETED TAX RETURNS
*REVIEW OF CURRENT YEAR BOOKKEEPING FOR Q&A
What education and/or training do you have that relates to your work?
BACHELORS DEGREE IN ACCOUNTING FROM BABSON COLLEGE SCHOOL OF BUSINESS
Do you have a standard pricing system for your services? If so, please share the details here.
PRICING TAILORED TO CLIENT NEEDS. AIM TO "FIT THE CLIENTS BUDGET" AND GROW WITH THE CLIENT. WE NEVER EXPECT TO "LOSE THE BUSINESS" BECAUSE OF PRICE.
How did you get started in this business?
ADVERTISED FOR NEW CLIENTS AND "KNOCKED THEIR SOCKS OFF".
What types of customers have you worked with?
INDIVIDUALS AND SMALL BUSINESSES (< $5 million Sales, < 25 employees)
Describe a recent event you are fond of.
IT'S ALWAYS GREAT TO SEE NEW CLIENT REFERRALS FROM OUR EXISTING/SATISFIED CUSTOMERS. IT REINFORCES THAT OUR EMPLOYEES AND OUR WORKFLOW PROCESSES, ARE A WONDERFUL FIT FOR OUT CLIENTS.
What advice would you give a customer looking to hire a pro in your area of expertise?
DON'T BE AFRAID TO "ASK THE TOUGH QUESTION" AND TEST THE KNOWLEDGE AND SINCERITY OF YOUR TAX PRO
What questions should customers think through before talking to pros about their needs?
* WHAT MADE YOU UNHAPPY ABOUT YOUR PAST TAX/ACCOUNTING PRO ?
* WAS YOUR PAST TAX/ACCOUNTING PRO ACCESSIBLE AND TIMELY, BY TEXT MESSAGING AND/OR EMAIL, WITH FOLLOWUP PHONE CALL IF NECESSARY ?