Slater & Rutherford, PLLC

Today's presentation was a great outreach for existing clients especially those that you see only once a year. The content was informative and interesting especially for people with money and diverse investments. In the future you might use this type of event for client maintenance and referrals (Don't be afraid to ask for them).
Thanks much for doing this, as always you keep us up to date on the current changes in the federal and state codes.
Tom & Linda

Well coordinated and good content. Well use of my time.

I don't really know the people at S&H well enough to give a review from that perspective. In spite of the fact I messed up attending the tax luncheons recently held, I certainly appreciate and recognize that you set them up. I also have only had 1 problem with the quality of my returns and that was either the 1st or 2nd year you did our returns and it was corrected immediately when I showed you the problem.

My main source of income is from investments. The template presentation covered business and wage income so overall the meeting wasn't too relevant to me.
Stan Mendenhall

We really enjoyed the class. It was thought provoking. Thank you for taking care of us and leading us through the entire tax process.
The lunch was delicious. Thanks again.

Good afternoon, Thank you for keeping us informed of the changes to the new tax laws. Being informed makes it easier to collect the information necessary to file. We enjoyed your presentation and appreciated lunch. Thank you. Al / Terry Leduc