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The Concord client charter

This is the standard to which we hold ourselves so that you can trust us to deliver real value for your organization.

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What you can expect from us

Every successful relationship is built on mutual understanding. At Concord we commit that the following will inform your relationship with us and guide the work we do together.

1. The client comes first

We aspire to be the Michael Collins to your Neil Armstrong, the Tenzing Norgay to your Edmund Hillary. Put plainly, we exist to serve. Our single-minded ambition is to assist you in whatever way we can. Our dedication to our clients demands that we put their interests above our own.

  • Our goal is the best outcome for you, even if we don’t profit from it.
  • We take on the burden of effort, reducing your workload as much as we can.
  • We are committed to security – your information is safe with us.
  • We are sensitive to the legislation, and we won’t expose your business to risk.

2. Honesty is always our policy

We’re here to help your business. That means we respect your data, your clients, and your purpose. We will tell you our honest opinion and, in all things, we are driven by integrity.

  • We’re here to deliver expert services for the long term.
  • We’re open and honest. We’ll always be transparent (and human) with you, and expect the same in return.
  • We won’t make promises we can’t keep.
  • Our relationships are personal. Our service is professional.

3. We are responsive

We understand that when you reach out, you are looking for insights that only Concord can provide. We will deliver them in a timely manner.

  • Your time is precious. We promise not to waste it.
  • You can expect a response from us within one business day.
  • We’ll show up on time to meetings, and keep detailed notes.
  • We are problem solvers. When we meet challenges, we find solutions.

4. We put the work in, so you don’t have to

We work hard to create seamless, simple experiences for our clients. We iterate, test, and learn to ensure our good is always getting better.

  • We’ve built repeatable, reliable, definable processes that keep things simple for you.
  • Our CEO is Six Sigma certified, so we know how to deliver efficiency.
  • We are committed to constant improvement and always listen to feedback.
  • We are flexible and always learning. When your needs or the legislation change, we change too.

5. We believe in what we’re doing

It is our firm belief that we have built a unique organization positioned to deliver best-in-class service and industry-leading results on your behalf. We appreciate the trust you place in our company and look forward to working with you now and in the future.

  • We believe in these tax incentives — for your business, the economy, and the planet.
  • We love what we do, and we love the value it brings to our clients.
  • We believe we can get the best outcomes for your business and our track record proves this.
  • If you win, we win. So… let’s get to work helping your business grow and flourish.
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Ready to find out what working with us feels like?

Whether you’re looking for help with 179D, R&D tax credits or transferable tax credits, we can give you the advice and support you need to make claiming energy-related incentives pain-free.

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