At Capital City Financial Partners, our mission is “to bring confidence to your retirement by adding value and eliminating stressors, cultivating joy and comfort for your financial future.” Our team works tirelessly to turn this mission into reality, providing high-quality service. But who exactly is our team? Why do we do what we do?
In this segment of the Minds Behind the Mission, we explore our new Bush River Office location and see how our dedicated CCFP Tax Solutions Team is committed to helping clients optimize their tax benefits.
Who is CCFP Tax Solutions?
In the dynamic landscape of financial services, CCFP Tax Solutions plays a crucial role in ensuring seamless operations and client satisfaction. They provide clients with accounting and tax preparation services, leveraging deep understanding and effective navigation of tax laws and regulations.
Led by Alli Stephen, the team includes Lisa Smith, Paula Gable, Tabitha Gaffney, Lauren Dziekan, and Nick Polizzi. Their experience and dedication foster financial success by addressing tax complexities head-on.
Alli has been with Capital City Financial Partners since January 2023. As Director of Tax Solutions and Advisory Consultant, she is skilled in understanding clients’ concerns and proactively addressing them. Alli’s journey with us has been marked by her commitment to connecting with people and uncovering tax opportunities through conversation.
“Too many people are intimidated by the thought of tax strategy, so I really enjoy putting clients’ minds at ease and giving them a safe place to ask questions,” says Alli. “It’s so fun for me to help clients not just save money on taxes but actually understand what they are doing!”
A Day in the Bush River Office
A typical day in our Bush River office starts with welcoming clients and providing them with strategic guidance on tax optimization and compliance. Client support involves addressing inquiries, resolving issues, and ensuring prompt responses to any client needs. In the afternoon, the team completes tax filings and reports, providing attention-to-detail to uphold client trust.
Our New Office Space
The recent move to a new office space has been a game-changer for this department. It accommodates more team members with better resources, contributing to quicker turnaround times. This new environment offers enhanced accessibility, comfortable meeting spaces, and modern amenities, reflecting our commitment to quality service.
“Our new office is fantastic,” says Alli. “Its features help ensure that every client interaction is productive and valuable.”
The new office also offers advanced technology integration for client consultations, allowing our team to provide personalized service in a comfortable setting. This upgrade has improved both internal operations and client interactions in hopes of continuously increasing satisfaction.
Commitment to Client Service
At the heart of CCFP Tax Solutions’ work is a deep commitment to client service. They strive to help clients access all eligible tax credits and advantages within the ever-changing tax landscape.
Reducing our clients’ tax burdens is a key principle in Lisa Smith’s, Director of Individual Tax, approach. “It really takes the stress off the taxpayer when they are working with someone they trust and have confidence in. We have a lot of really awesome clients!”
The dedication of this team is important for our clients and Capital City Financial Partners. The recent move to the new office space has enhanced their ability to provide great service. We are proud of the collective efforts of the tax department and look forward to their continued contributions.
Thank you to our CCFP Tax Solutions Team for all you do!
Capital City Financial Partners is so grateful for the minds we have behind our mission.
