Molly Kirklen
Dear Client of Molly Kirklen,
I would like to take this opportunity to personally introduce myself and my company, Advantage Tax, a division of Specialty Tax Services. Advantage Tax was started 10 years ago and has been based on expertise income tax preparation and exemplary customer service to you!
A year ago in Dallas, I had the pleasure of meeting Molly Kirklen. Since then, I have had the opportunity to visit her home and office in Kerrville, TX and yes; she does have pot-bellied pigs! Molly has also been to Indiana to experience our office and examine our process and learn how we do business. As you know from your years of interactions with Molly, she is an amazing individual and I am proud to call her not only a peer but also a friend.
I have included with this writing a copy of our Advantage Tax Client Organizer. I know this may look very different from Molly’s; however, you will find that it asks for all the same information. The biggest difference is that it will give you a place to record your information. If you would prefer to continue to use Molly’s format, or to utilize some of hers and some of ours, feel free to do whatever works best for you.
I look forward to working together with you and Molly to provide the best and most professional service available. Please don’t hesitate to contact me personally at 317-984-1535 or my personal email bmorrow@1040Advantage.com.
Regards,
Brett C. Morrow
President
Advantage Tax Services
