Hi this is Sharon with Core is ____ available:
Hi ____ this is Sharon with the Core Group following up on the postcard we sent you this week. I know
you’re busy so I’ll be brief, did you have a surprise on your income tax return, like owing more than you
thought you would?
Yes: I’m sorry to hear that, although I’m not surprised. Many small business owners suffer from tax
surprises. If you have a few minutes, I would like to schedule a brief 30 minute meeting with one of our
owners to see how we could help you eliminate these surprises. Do you have your calendar handy to
see when you are available to discuss with Christian? Which is better, X or Y?
Don’t Know/Haven’t Done Taxes Yet/CPA is still working on them: Hmmm. That sounds frustrating.
Do you normally have to wait so long to know what you’re taxes are going to be?
Yes or No: I’m sorry to hear that, although I’m not surprised. Many small business owners suffer
from tax surprises. If you have a few minutes, I would like to schedule a brief 30 minute
meeting with one of our owners to see how we could help you eliminate these surprises. Do
you have your calendar handy to see when you are available to discuss with Christian? Which is
better, X or Y?
No: That’s truly awesome! Congratulations! One more quick question, do you know if you’re paying the
least amount legally possible?
Yes: Great news. Thank you for your time.
No/Don’t know: I’m sorry to hear that, although I’m not surprised. Many small business
owners pay more than they are required. If you have a few minutes, I would like to schedule a
brief 30 minute meeting with one of our owners to review your taxes to see if they have ideas
about how to lower your taxes. Do you have your calendar handy to see when you are available
to discuss with Christian? Which is better, X or Y?
About Core: Core Business and Financial Services have served thousands of small business owners
across Oklahoma for the last 20 years. With a team of CPA’s and offices in Oklahoma City, Tulsa, and
Lawton, we help small business owners eliminate surprises in their businesses.