The Income Tax Planning Network does grow thanks to referrals. What really fuels our success, though, isn’t the successful tax returns (although that helps a ton with credibility). It’s not even the marketing and advertising. It’s not our team of professionals working hard to get your refunds ready. It’s this below:

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“Becky was very professional, knowledgeable about what she was doing. She has a very pleasant and friendly attitude that makes you feel as if you have known each other for years. When I had any questions, she responded promptly to my needs…. She was very helpful, because I wasn’t sure if I could file taxes…. If you ask me, she deserves all the raises, awards, bonuses your company has to offer. And I look forward to working with her for many years to come. Thank you an excellent job well done.”

— Lois Davis Colbert

 

“I had an opportunity to use your tax service this year for the first time. The overall experience was fantastic. Due to a few scheduling glitches on my end, I needed to reschedule a few times. The people I spoke to were always very accommodating. When I finally spoke to the person who too my information, Amy Miller, she was very friendly and professional. She was very helpful and made sure that I had easy access to her with additional information. The accountant, Becky Green, was also very friendly and professional. She was very accommodating to my schedule and the few things I needed to get back to her with. I was very happy with the service [Income Tax Planning Network] from beginning to end.”

— Michelle Giannoulakis




“I did receive my federal tax return, which was direct deposited. Also, I believe I need to send a check for the state part that I owe…. I’m wondering how to do this? I’m assuming I must to this before April 15?”

“Thanks so much! You did an amazing job with my return, and I will recommend you & your company to everyone I know! :-)”

— Jennifer Mack (Mattison)

 

“Karla has always been professional, skilled, honest, and trustworthy. I have recommended several friends and business owners to see her, and they consistently thank me for the referral [to the Income Tax Planning Network]. I will never go anywhere else!!!”

— Barbara W.

 

“I made the mistake of taking my taxes to a tax service store front last year instead of seeing Karla. I will NEVER make that mistake again! She [Karla] has always been prompt, understanding, helpful and funny!! I am just smarter now and make an appointment or use her drop-off services.”

— Brian F.

 

“For the past four years, Karla has been taking excellent care of my wife and my taxes. I could not be more grateful and happy about the job that Karla Gerrard has done. She has always been professional about the way she conducts business and paperwork. Thank you.”

— Rick and Joy

 

The Benefit of a Collaborative Income Tax Planning Network

Checking in With the Income Tax Planning Network

Financials From A to Z With the Income Tax Planning Network

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Our real success just happens to be your satisfaction. And this is where everyone gets to read about it. Right here. This is the Network’s voice right now.




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