The McKillip Group, CPAs, 3 Oakwood Park Plaza, Suite 102, Castle Rock, CO 80104

2016 September Newsletter

Firm News
Striving for Excellence
Welcome to our first monthly newsletter to keep you up to date on firm news, tax law changes, our clients, and firm events!
As we strive for excellence in a competitive tax and accounting market, there is much happening at the McKillip Group that will uniquely differentiate us from other firms.  We don’t want to be your average tax shop.  We want to be the best tax and accounting firm in the area!  As a result of the survey we sent out last year, we have come up with some exciting changes.  You asked for it and we are listening!
We have been very busy in the off season, completing extended tax returns, and improving our policies and procedures to better serve you.  We have made the following improvements:
  • We have changed our tax software so that it is the latest and greatest in the industry to keep up with the best practices.
  • We have changed our client portals to make them easier to use and exchange documents safely.  (We will send out a new link with the 2016 tax organizers.)
  • We will be using a new document management software that will store your documents in a more organized way.
  • We have revamped our firm website with a new look, tax tips, blogs and new tools for you to use.
  • In the up coming tax season, we will have a new online scheduler for appointments so that you can make and change your an appointment when it is convenient for you with email and text reminders.
  • We will be implementing a new billing procedures with value added and fixed fee with guarantees so that you will know up front what your investment with our firm will be.
  • We will be striving for improved client communication through our website, newsletters, seminars and training.
  • There will be a new client incentives program for submitting referrals.
For more detailed information and updates please look for our monthly newsletters!
Warm regards,
Jodi A. McKillip, C.P.A.
What’s Happening?
Upcoming firm events

We are excited to announce that we will be offering client seminars and training.  The following is a list of seminars and classes offered through out the next few months:  Social Security Planning, Estate Planning, Financial Planning, Audit Protection, and QuickBooks Classes.  If there are other topics you would like to see us present, please let us know.

Our first scheduled event will be Social Security Planning titled “What Clients May Not Know About Social Security-and What It Could Cost Them“, Wednesday, September 28th, 5:30 to 7:00 p.m. at the Fowl Line, 774 Meleta Lane, Castle Rock, CO 80108.  Seating is limited so please R.S.V.P to the office as soon as possible.

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