Becoming a Client
The first meeting
We will be pleased to meet with you to discuss your needs and how we can be of service. To arrange an initial no obligation meeting or an informal chat please call us on Call:(281) 564-9500, alternatively please email firstname.lastname@example.org
The next steps
Following our initial meeting, where we will discuss with you your aspirations and personal requirements, we will provide you with a written fee quote and a proposal for working together.
Engaging with Mathews, Samuel & Associates
Having chosen to become our client and as part of our professional code of conduct and good practice, we will send you a ‘letter of engagement’. This confirms in detail the work we are to undertake on your behalf, who will be handling your affairs and the fees to be charged.
Who will be looking after me?
All clients have a Mathews, Samuel & Associates’ Partner as their principle point of contact. In addition your Partner will be supported by Managers and an Assistant, who with their technical skills and qualifications, form part of your team and support. From time to time and as your needs require, your Partner may also draw on the expertise of fellow Partners and colleagues from across our organization.
What if I have an accountant already?
You may have outgrown your existing accountant or are looking for someone who is a specialist in your field who can provide you with more specific advice on tax savings and business in general. If this is the case, then Mathews, Samuel & Associates is the CPA firm for you.
We appreciate that the decision to change is not always an easy one and that it is not an everyday occurrence. You can be reassured that the move is less daunting than you might first think. Certainly, Mathews, Samuel & Associates’ primary concern is to make the switch as easy as possible.
A key aspect of our work is ensuring we are familiar with your accounting procedures and systems and that from a very early stage we understand your business and needs.