Everything we do at Upchurch & Associates is designed with you, the client in mind. As better defined in our Mission, our goal is to provide 100% client satisfaction 100% of the time. Our approach may change to better serve your needs, but it generally follows this pattern:
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First, we will discuss your tax and accounting needs either in-person or over the phone. The goal of this discussion is to determine whether Upchurch & Associates is the best firm to solve your accounting and tax problems. There is no fee for this initial consultation.
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Second, we will develop a project plan with you, and determine the timeline of key events and deadlines. For shorter projects such as a basic tax return, this plan may be very simple - perhaps nothing more than setting a date that we will begin working on your tax return or scheduling the next update call/email. Longer projects require more detailed project plans and set deadlines.
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Third, we will keep you informed during the process. You will never be in a position where you aren't sure of the next steps of your project. We will communicate the status to your on a set, regular schedule.
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Lastly, we will complete your project, thereby solving your tax and accounting problems, and you are 100% satisfied with our services.
