Things to Know

Things to Know about Tax Prep and Accounting

Kostecke CPA is invested in your success, however you define it. We provide tax preparation, tax planning, and accounting & analysis services and tools tailored to your needs, whether you are a small business, a nonprofit organization, or an individual. Whatever your situation, you need a professional to help you through the maze of taxes, finances, decisions and opportunities you are faced with every day.

Here are the top ten things we want you to know about Kostecke CPA.

Accountant Talking to Clients — Appleton, WI — Kostecke CPA

1

We are collaborative. To be a successful partner, we need your input. We believe that successful planning must be done together and not dictated by us.

2

We are flexible. You have your own way of doing things and we try to find a way to work with you on being successful within your parameters.

3

We care about the quality of advice we provide. We tell you what we know, and if we don’t know, we’ll tell you that too. Then we will do the research required to fill in the blanks.

4

We focus on your future, not just the matters at hand, and not the past, except to learn from prior experiences.

5

We welcome your questions that help you understand why we do something and what the other options are.

6

We are conservative in our approach to taxes. We take appropriate measures to mitigate risk in case a position ever is questioned. We keep you informed and aware of your risk of audit.

7

We are business people first, not just “bean counters”. Our recommendations do not stop at “spend less money”. We have worked in business and we understand that there are many important factors in attaining success that go beyond cost cutting.

8

We are responsive and available all year to answer your questions, plan for the future, and provide services.

9

We come to your business location when that is more convenient for you. This allows us to understand your business environment better and interact with your employees as needed.

10

We provide a quote and we stick to it in all but the most extraordinary situations. You will have a good idea how much services will cost before we start, and you will not receive unexpected charges for phone calls and simple questions.

Please let us know if you are interested in discussing how Kostecke CPA can work with you and your business.

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