We specialize in bookkeeping, payroll, income tax return preparation, and retirement planning, and serve a nationwide clientele consisting of individuals and businesses of all types and sizes (LLC, partnerships, C & S Corporations), as well as trusts and estates. As financial problem solvers, we provide practical advice and proactive solutions with personalized service. We are affordable, experienced, and friendly, and we tirelessly study and research the ever-changing world of tax law and regulation so that we can help every client realize the greatest possible savings and return on investments. Our office is conveniently located in Dover, Delaware. Please contact us today to find out more about how we can make YOUR life less taxing!Tax
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Year-end is when we start asking for numbers.
It's also when business owners start realizing which numbers they havenโt updated since spring.
So, here's a "Before December 31 list" of what's needed to make year-end planning count:
โ
Profit and loss through at least October
โ
Payroll totals โ gross income and withholding
โ
Any draws or distributions youโve taken
โ
Mileage or auto logs
โ
Equipment, vehicle, or property purchases
โ
Sales of assets, investments, or crypto
โ
Retirement, HSA, or charitable contributions โ whatโs funded and whatโs still on the list
โ
Loans between you and your company
โ
Major business or life changes โ new entity, move, ownership shift
Getting this pulled together now makes planning smoother ๐๐๐ saves us all from the annual game of โguess what that deposit was for.โ
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A few questions we've been asked over the years when it comes to strategies for customer retention (and our answers to them):
"๐๐ค๐ฌ ๐ค๐๐ฉ๐๐ฃ ๐จ๐๐ค๐ช๐ก๐ ๐ ๐๐ค๐ก๐ก๐ค๐ฌ ๐ช๐ฅ ๐ฌ๐๐ฉ๐ ๐ข๐ฎ ๐๐ช๐จ๐ฉ๐ค๐ข๐๐ง๐จ?โ
Within a couple of days of delivery or service is best. After that, consider periodic check-ins (monthly, quarterly) depending on your industry.
โ๐๐ค๐ฌ ๐จ๐๐ค๐ช๐ก๐ ๐ ๐๐๐ฃ๐๐ก๐ ๐ ๐ฃ๐๐๐๐ฉ๐๐ซ๐ ๐ค๐ฃ๐ก๐๐ฃ๐ ๐ง๐๐ซ๐๐๐ฌ?โ
Respond quickly, stay professional, and avoid defensiveness. Thank the reviewer for their feedback. Apologize if necessary, and explain how youโll address the issue.
โ๐๐ค๐ฌ ๐๐๐ฃ ๐ ๐ ๐๐๐ฅ ๐๐ช๐จ๐ฉ๐ค๐ข๐๐ง๐จ ๐๐ฃ๐๐๐๐๐ ๐๐๐ฉ๐ฌ๐๐๐ฃ ๐ฅ๐ช๐ง๐๐๐๐จ๐๐จ?โ
Share useful tips, updates, or resources through email or social media. Show up in their world in a way that adds value (not just to sell).
โ๐๐๐๐ฉโ๐จ ๐ฉ๐๐ ๐๐๐๐๐๐จ๐ฉ ๐ข๐๐จ๐ฉ๐๐ ๐ ๐๐ช๐จ๐๐ฃ๐๐จ๐จ ๐ค๐ฌ๐ฃ๐๐ง๐จ ๐ข๐๐ ๐ ๐ฌ๐๐ฉ๐ ๐ง๐๐ฉ๐๐ฃ๐ฉ๐๐ค๐ฃ?โ
Inconsistency. They follow up a few times, then get busy and stop. Retention works best when itโs built into your systems, not left to chance.
Have more questions?
Drop them in the comments below.
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Not every veteranโs story looks the same.
Some came home and started businesses. Some went back to school. Some still carry experiences the rest of us canโt see.
But all answered a call to serve, and that choice shaped the country we get to live and work in today.
On Veterans Day, we pause to recognize that our everyday freedoms (to build, plan, speak, and disagree openly) exist because others stood in hard places to protect them.
To every veteran, and to the families whoโve carried that service in their own way: ๐ง๐๐๐ก๐ ๐ฌ๐ข๐จ.
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First State CPAs & Associates |
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|
18 S. State St, Dover, DE 19901 |
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| (302) 736-6657 | |
| Business Hours | |
| January 1st April 15th | |
| MondayโFriday: | 8amโ5pm |
| Saturday & Sunday: | closed |
| April 16th December 31st | |
| MondayโThursday: | 8amโ5pm |
| Friday, Saturday & Sunday: | closed |