Steve Pelmore, Jr.Tax Partner SPD CPA’s
What industry are you in?
What is your job title?
What licenses, designations, or special skills do you have?
Master of Science in Taxation
IRS Enrolled Agent Credential
Certified Public Accountant
Please tell us your process for helping clients?
An initial face to face meeting is best to truly determine the needs of the client and to ask questions. Once we gain that knowledge we provide an engagement letter to the client detailing the desired services that includes the time frame and cost. If it’s an annual accounting engagement we will renew the engagement letter each year.
How do you follow up with clients?
It depends on the scope of work being performed by the client but usually done through a combination of phone calls and emails.
Where do you meet clients?
We currently meet our clients at either our office or their office depending on the nature of the meeting.
Do you have a formal referral program at your company?
Are there rewards for sending you referrals?
We have not created such reward program