Expert Engagement

Expert Engagement

[Richard Nardi]

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Hello,
I hope you are having a wonderful day. I would like to engage your firm to prepare my tax return for the current tax year. Prior to this year, my wife had always been in charge of our tax returns. However, our financial situation has changed, and she has also taken on additional responsibilities at work. Currently, I have concluded that having a professional prepare my tax return would be the most beneficial option for me. I can say for sure that we are fairly organized with our tax documentation. Besides our employment income, we also earn income from rental properties (Airbnb), stock options, dividends, and interest. While I understand that it is a busy time of year for tax professionals, I would appreciate your consideration of my request. I can send you my most recent tax documents and we can jump on a call with your quote, reasonable I hope, and any further questions you might have.

Looking forward to your response. Happy 4th of July!!

Richard Nardi

Senior Managing Director, Investments

NNN Properties, LLC
275 Madison Avenue, 13th Floor
New York, NY 10016

Website: 

www.nnnpro.com/our-team/ http://www.nnnpro.com/our-team/

Office: (332) 345-3212

License: 10401296108

Re: Expert Engagement

[Dave Blanchard]

On Mon, 3 Jul 2023 19:24:23 +0000
Richard Nardi via Gcc <gcc@gcc.gnu.org> wrote:

> 
> Hello,
> I hope you are having a wonderful day. I would like to engage your firm to prepare my tax return for the current tax year. [...]

Sounds legit. I have a feeling you'll be asking me for my credit card number and bank account information also at some point, plus my home mailing address so you can send me all your documents, so would it be helpful if I went ahead and emailed those to you right now? 

Thanks in advance for this opportunity to help you with your financial troubles. Can't wait to get started!

Sincerely,
Dave
Professional Tax Preparer and All-Around Generous Guy
www.intuit.com
phone number: 1-800-4INTUIT