How cool would that be?  We would be able to have first hand advice on our tax reporting and exempt benefits.  Do you know of a good accountant?  Tax Advisor?

How about contacting your clients and making sure that they have a professional to assist them with their taxes for 2008?  Prior to the new year may be too late, but, why not offer a name to them? Contact them in the next few days or the very first week of the new year.  The first time home buyers will really need professional help or at least, advice.  How about those folks that bought a vacation home?  There are some good deductions for those folks!

Investors?  Sure, most of them already know someone.  What about the ones that just started this venture of investment properties?  Search your files.  Contact each one of these clients to make sure that they have a good professional to consult with.  Even if they have someone, they will appreciate the call or email from you, just making sure that they are covered.

Tax rules will be changing for 2009.  You can count on it.  Claim what you can now and be sure that your clients do, too.  You only have a few days left!

Have a Prosperous & Healthy New Year!

Sharing the good life,

Frances   

Oh, By the Way...if you know of someone who could use my good services, please send me their contact information.  I will follow-up and take good care of them for you.  I am never to busy for you or your referrals!

 

 
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13 Comments on Do We Have Any Accountants or Tax Advisors Here on the Rain?

DEC
29
2008
1,356,252 Points 242 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Frances I have given out the name of my accountant several times, and he has gotten business from it.  I know that he and the clients that I refer him to both appreciate it.
5:59pm • #1
DEC
30
2008
212,237 Points 10 Featured Posts Attended Rain Camp

That's a great idea -- since staging fees are tax deductible and might be overlooked, I'm going to make sure I contact my clients this year with that reminder . . . and since in my former life I was a "bean counter" I know lots of great accountants and accounting firms!
8:36am • #2
410,160 Points 5 Featured Posts Outside Blog Called Shot Master

George, Please post his name here!  Someone may need the name of a good accountant or tax advisor!  Happy New Year!
3:56pm • #3
DEC
31
2008
1,356,252 Points 242 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Frances his contact information is:

Brian C. DiBella

175 Capital Blvd

Rocky Hill, Ct 06067

(860) 529-5600
1:48pm • #4

Fran:  This is a good idea.  I am sure there are deductions all of us could take that we don't know about!  After all, one of the advantages of being in business is the deductions.  It is also one of the many benifits of home ownership:) 
4:49pm • #5
731,851 Points 13 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Hi Fran...I dropped by to wish you and your family a Happy and Prosperous year in 2009!

Cheers...Happy New Year from Fred Carver
7:14pm • #6
JAN
02
2009
509,528 Points 2 Featured Posts

Love the idea,  I will invite my accountant to see ifhe is interested.  
9:54am • #7
410,160 Points 5 Featured Posts Outside Blog Called Shot Master

Fred, Are you Blitzing??  Would love to know how your market is in Canada!  Thank you for the lovely bouquet of balloons!  Happy New Year to you!
5:10pm • #8
JAN
04
2009
1,056,534 Points 27 Featured Posts Outside Blog Called Shot Master

I'm actually surprised that I've never seen a tax advisor, real estate attorney, or accountant here. It seems that real estate would be a natural place for them to hang out.

Today is the first day of the rest of your life -- make it a good start.
5:42am • #9
163,170 Points 8 Featured Posts Localism Sponsor Outside Blog

Our office manager tried and tried to find a CPA or someone to come to our office and give a little talk on what we can deduct, etc.... and since we had so many new agents, they would be needing someone to do their taxes-and other agents were looking for a change. She couldn't find anyone willing to do it! They either didn't need new business, or didn't have the time..... I couldn't believe it!
10:04pm • #10
JAN
05
2009
710,875 Points 2 Featured Posts Outside Blog Attended Rain Camp Called Shot Master

Fran, how long have you been in Real Estate? You come up with the most interesting things, or do you attribute it to Buffini?  Please respond...
6:47am • #11
JAN
20
2009
101,209 Points

Frances & Sherry,

I think accountants that speak to groups are gun shy because taxes are so specialized and you need their individual services.
9:22am • #12
410,160 Points 5 Featured Posts Outside Blog Called Shot Master

Sherry, There's a good reason to sit and call your database.  Ask your clients, friends, neighbors and relatives to offer a good name for your office meetings.  There has to be someone!  Jeepers!

Jim, That's what I was thinking?  Are you Blitzing?

Evelyn, I have just been around forever!  I love what I do and I love to help people.  They tell me that it is very strong in my Heritage Profile.  Buffini is certainly an impact.  They have become like a family to me.

Brenda, There has to be some that specialize in real estate.  Maybe, we just need to be touching base with more of these folks.
6:07pm • #13

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Frances C. Rokicki, Broker~Mentor,CRS

Bolton, CT

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Fran Rokicki Realty, LLC

Address: 19 Anthony Road, Bolton, CT, 06043

Office Phone: (860) 646-3455

Cell Phone: (860) 983-5228

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