A letter to Cindy’s Clients
Dear Client:
I am pleased to announce that I have affiliated my practice with Suzanne Kaczmarek, CPA. The first step in this affiliation is moving my practice to Suzanne’s office in Cokato. This process began in October and should give us enough time to have things running smoothly before January 1, 2021. Suzanne and I will be working together during the upcoming tax season. This combination is the first step in Suzanne’s journey towards retirement.
Suzanne has provided over 40 years of excellent tax, accounting, bookkeeping and payroll services to her clients in Dassel, Cokato and surrounding communities. Over her career, she has handled many complex issues for her clients, and is a trusted advisor. She is a member the Cokato Rotary, and serves on the board at Cokato Charitable Trust. In this journey towards retirement, Suzanne plans to slowly cut back on the number of hours that she spends in the office. This transition will take place over the course of a few years. During this time, I will take over some of Suzanne’s duties so that she can enjoy more time at the lake with her family.
The combination of our offices will allow Suzanne and I to provide you with the same great service you have experienced, allow for needed upgrades in our infrastructure, a larger space specifically dedicated to meeting with clients, and better methods of communication.
The office address is 115 Olson Blvd NE, Suite 500 in Cokato, located right between the Cokato Eye Clinic and Edward Jones. This office is nicely located on the east side of town, is easy to find and access, offers a larger office space for me to work, a better area for meeting with clients and a much-needed upgrade in internet speeds.
With this move comes a few changes. First is my phone number, it will change to 320-286-6511. The new mailing address is PO Box 816, Cokato, MN 55321. And the new email address is cindy@luhmantax.com. When you have time, check out my new website, www.luhmantax.com.
A drop box will be affixed just outside our front door. You may use it to drop information off after hours, or if you prefer a contactless method of communication during the pandemic.
Due to the ever changing COVID restrictions, planning for the upcoming tax season is challenging, but we will strive to remain fluid so that we can adjust as needed to keep you and our families safe during this time. It is our hope that we will be able to have face to face appointments available. If you prefer, you can drop off your information, or mail it to us. We are also investing in technology to allow for the secure transfer of data over the internet through a client portal. If you are interested in using this technology, please contact us so we can get you set up. Our goal is to provide you with the same great service you are used to regardless of the method of communication.
In a few weeks we will be sending out the individual tax organizers. If you prefer to receive it by email, please let us know soon. Please use the organizer to gather your tax documents for 2020. There are many changes in the tax code this year, and the organizer is designed to help gather information regarding these new changes.
If you have questions about your particular tax situation, would like to schedule a time to discuss some year-end planning, or to discuss this new affiliation and what it means for you, please call. I appreciate the many years you have trusted me with your accounting and tax needs. I am excited for the journey ahead, and look forward to seeing you soon.
Sincerely,
Cindy C Luhman, CPA