Facing Challenges – Creating Solutions
The Challenge: Melding two management styles and different levels of experience into a single, client-focused tax practice.
The Solution: Recognizing that clients have differing needs, firms need a careful blend of professionalism, responsiveness and quality. Plus strong partnerships both inside and outside of the firm.
If there is such a thing as a romantic tax practice, it surely is a cornerstone of Tom and Beanna’s Whitlock Tax Service, LLC in Reno, NV. A Texas boy away from home for the first time to attend trade school in Oklahoma City, he met Beanna when she was still in high school – the two of them children of Air Force service members. He grew up in in Paris, TX (“Only I thought he meant he grew up in Paris, France,” laughs Beanna.”) but moved to the larger city for school. She asked if his intentions were honorable, and they were married just out of high school. This marks their 46th year together. [Read more...]