Case Study

The Specialist

Dr. Smith is a medical specialist who has been practicing psychology for the past 12 years. She started her career as an employee in public hospitals, but in recent years she has focused on building her own consulting practice to accommodate her growing family and lifestyle changes.

How Dr. Smith found Touchstone Tax and Advisory

Dr. Smith was referred to Tony Enriquez and Touchstone Tax and Advisory in 2020 by a friend. She was looking for a firm that could provide her with comprehensive tax planning and accounting services, as she wanted help to lower her tax liability.

Dr. Smith had previously worked with a local tax accountant to meet her basic tax needs, but as her income and family grew, she knew she needed more help. She wanted someone who could think strategically and be proactive about her future. Someone who could understand the tax issues of her business and find opportunities to improve them. She also needed someone who could work towards important tax dates to avoid costly penalties.

Why was Touchstone Tax and Advisory different to Dr. Smith’s last accountant?

Dr. Smith was impressed with the level of service she received from Tony and Touchstone Tax and Advisory. She found Tony to be both friendly and flexible in his approach to her situation. Tony went beyond just a professional engagement to find proactive, creative tax solutions for Dr. Smith. Dr. Smith also appreciated that Tony knew when to introduce her to other professionals for different areas of advice, such as a lawyer or financial adviser.

Overall, Dr. Smith is very happy with the services she has received from Touchstone Tax and Advisory. She would highly recommend them to other medical professionals who are looking for comprehensive tax planning and accounting services.

Please note that Dr. Smith’s real name and full qualifications have been withheld to respect the confidentiality of our valued client.