We hope you are doing well and enjoying the holiday season!
It is time to update your 2023 monthly ACH retainer payment. The new payment will reflect a firm wide inflation increase as well as any changes to the scope of your work. This payment is a retainer toward 2023 services and will be applied to tax, accounting, and advisory services rendered for the 2023 year. The final determination for the cost of the work will be made at the time of completion and any fee adjustments will be billed at that time.
In the next few days, you will receive an email from [email protected] that will contain a link to authorize the 2023 draft amount. Click on the link to go to the page where you will authorize your 2023 monthly ACH payment plan. Once the plan is authorized, the monthly amount will draft automatically on the 5th of each month beginning in January.
If you have any questions, or your bank account information has changed, please let your Beaird Harris advisor know. We appreciate and value your business!
Kindest regards,
Paula