
Dear Client,
We hope this letter finds you well. We are excited to share some important news regarding the ownership and expanded services of The Tax Professional Group.
As you may know, TAXPG, LLC acquired The Tax Professional Group, Inc. earlier this year. As part of the acquisition, TAXPG, LLC will now be leading the forefront of the business’ daily operations and management. This means that the prior owners, Karla St. John, along with John Bolan, will now be serving a limited supporting role in assisting TAXPG, LLC to provide you with the best services possible. Although Karla and John may offer their expertise in an advisory capacity on occasion to the firm, all client work and communications will now be facilitated by TAXPG, LLC’s dedicated team at the Naples, Florida office.
Accordingly, please direct all future correspondence, inquiries, and service requests to our Naples office listed below so that ensure your matters are handled in a timely fashion.
The Tax Professional Group
875 94th Avenue N. Suite 4
Naples, FL 34108
(239) 598-9901
office@taxpg.com
Christina Stein (christina@taxpg.com) and Edyta Grabowska (edyta@taxpg.com) are the points of contact regarding tax issues. Melissa Propatier (melissa@taxpg.com) is the point of contact regarding bookkeeping, financial statement, payroll, and sales tax issues. Other inquiries and issues can be directed to office@taxpg.com.
Furthermore, by partnering with our trusted associates at Cukierski & Associates, LLC (cukierski.cpa) and TAVAS,LLC (tavasllc.com), we will now be able to offer our clients a broader range of services. Rest assured this transition will not only ensure that we continue to provide you with the highest quality of service, but will also provide you with enhanced capabilities, services, and opportunities through our new affiliations.
By partnering with Cukierski & Associates, LLC, we will be able to offer comprehensive tax assistance and preparation services along with attest services, including audits, reviews, and compilations of financial statements. They also provide forensic examination services, community association attest and tax services, and non-profit organization audit services we believe will be valuable to all of our clients.
Additionally, TAVAS, LLC specializes in strategic services such as tax planning and implementation for closely held businesses, business valuations, business planning, succession planning, transition planning, and tax defense support.
We are confident that these incorporated additions will prove to be an asset to the business, you and the rest of our clients. These changes will enhance our ability to serve you more efficiently and effectively. Should you have any questions or need further information regarding this transition or the expanded services we now offer, please do not hesitate to contact us.
Thank you for your continued trust and loyalty as a Tax Professional Group client. We look forward to serving you under our new management and meeting all of your tax, bookkeeping, and accounting needs with our broadened resources.
Warm regards