Services Offerings For Our Clients
Posted On: 24/09/24 - 0

Service Offerings

We lead with advisory services with a base services offerings for our clients. Our clients are business clients that typically start with our core service of corporate taxation for their business. However, at PadgettNW, we build a service offering on their basic tax needs, and in addition, we offer a full year round service that includes, tax, accounting and advisory services.

Objectives Of Offering a Monthly Service Offerings For Our Clients

Firstly, we focus on providing an outstanding customer experience built on communication, clear expectations and price certainty. Secondly, we strive to create value that is greater than the price of our services. Thirdly, we maximize tax efficiencies with collaboration and strategies to pay the lowest amount of tax legally possible. At Padgett we want to maintain the accounting to provide timely, accurate management reporting and a clear pictiue of your business financial health. We take our job seriously so you can have peace of mind. It is our priority to ensure you meet your compliance deadlines and proactively monitor tax agency communication.

How We Work With You Monthly

Access To Our Team:

Firstly, we offer access to general business and technology advice from our knowledgeable and experienced team. Secondly, we offer access to Padgett Business Services via Zoom video, phone or e-mail for questions and technical support. We also offer access to our firms network of business advisors and professionals when outside referrals are needed. Finally, we offer year round team availability.

A Customized Monthly Service Plan

We give you a pre-determined road map for the full tax year. A service calendar with expected deliverables. We provide this plan with proactive communication from our team to keep you on track. Most reassuredly, we give you price certainty which includes a price guarantee which eliminates any unforseen invoices.

A Monthly Professional Process

At Padgett, we execute on the agreed upon engagement roadmap with on time deliverables. We provide total transparency throughout the monthly process all year round. It’s our aim to give you the best in class experience with a service guarantee.

Year Round Holistic Approach

  • Step 1 Kick Off – We check in with you to plan the year ahead. We will take the time to discuss any changes in your circumstances and we will bring one or two ideas to the table to implement if you agree to improve your business.
  • Step 2 Tax Strategy – We will monitor your tax situation and provide reccomendations for tax strategies to increase tax efficiency and minimize tax exposure. This will provide you with peace of mind that you are paying as little tax as possible. Change is the only constant and tax strategy is no exception.
  • Step 3 Tax Planning – We will work to provide clarity on how much tax you must pay, and when, giving you time to plan for those payments. This offers cash flow planning and protection from penalties asnd interest.
  • Step 4 Tax Returns and Compliance – Income tax compliance and preparation can be stressful. We work with you to reduce the stress and give you peace of mind by knowing that your tax obligations are taken care of including CRA notices.

12203-107 Avenue.
Edmonton, Alberta.
T5M 1Y9

Call us:
780.482.7297