G&R Tax and Financial Services, Inc.(508) 872-8339grtax@gr-tax.com

G&R Tax 2018 Individual Tax Transition

You know that your relationship with her was special and you are the reason why she enjoyed coming to the office each and every day.
 
In working with Ronnie’s sons, Jim and Marty, her friend and Attorney Arthur White, and her very long-time friend, colleague, confidant, and some-time vacationing companion Frank H. Kelly, EA of Kelly Financial Services, Inc., it has been decided that we will transition Ronnie’s practice to Mr. Kelly and his company.  Although Frank’s office is in New Cumberland, PA – he is the ONLY person that Ronnie would be comfortable passing her beloved clients on to.  They have been instrumental in shaping each other’s office policies and procedures over the past decade (if not longer) so there will be much familiarity for you, the client. 
 
Mr. Kelly will receive the digital files which are in the office and will be contacting you in the immediate future to schedule a virtual meeting with you.  You are interviewing Mr. Kelly as your future tax professional, as much as he is interviewing you for a client. 
 
While we would encourage you to work with Mr. Kelly, you are free to seek alternative tax planning and preparation services and we will be here to provide you with digital copies of all your records that G&R Tax has on file until the last week in January.  If you would be more comfortable working with a local tax preparer, we may be able to direct you.  I would recommend that you take advantage of speaking with Mr. Kelly as Ronnie’s family, closest advisors and staff all agree that this is what Ronnie would want and it is truly the best option for her clients, who she cared so much for.  Please read more about Frank and his practice here If you would like a digital copy of your entire file, please contact us Immediately to make arrangements.
 
We would like to take this time to thank you for the business which you provided Ronnie and the many friendships that have developed over the years.  Best wishes to you in the future.

G&R Tax and Financial Services, Inc.