Mindy Schaeffer, Active360

Mindy S. is the CEO of Active360, a financial professional services firm. I was so grateful to learn about Home Tax Shield
Referring clients to Home Tax Shield has helped me attract and retain clients. The reason being is because Home Tax Shield shares the same values as my company…professionalism, trust, and expertise in their area.

Full Transcript

Interviewer:

Mindy, tell us a little bit about yourself.

Mindy S.:

Hi, my name is Mindy Schaeffer with Active360. We actually specialize in bookkeeping and financial analysis for our clients and we are located in the Austin area, but service many different areas.

 

Interviewer:

As a business professional, were you surprised to learn that 92% of homeowners don’t have a professional helping them with their property taxes?

Mindy S.:

I was shocked that 92% of homeowners don’t have a professional helping them with their property taxes. I fought for several years for my own taxes, but I am definitely not the expert. So, I was so grateful to learn about Home Tax Shield and their professionalism and how they were able to help, not only me but many, many of my clients.

 

Interviewer:

What are the common complaints you hear from your clients about their property taxes?

Mindy S.:

The common complaints that I hear from my clients are mainly that property taxes are soaring because the property values are going up so fast. So, it is nice to get help in this area to make sure that it stays reasonable for all of us.

 

Interviewer:

How do you differentiate yourself in the business environment?

Mindy S.:

So Active360 prides itself for being voted best of the best accountant for 2021 in Austin, by the Austin American-Statesman. We provide exceptional customer service expertise in our area of work, professionalism and so much more. We partner with our clients to help them achieve their goals for their businesses, by helping them understand their financial statements and strategizing with them to cut costs and grow revenues.

 

Interviewer:

How important is trust in your business?

Mindy S.:

Trust is extremely important to us in our business. It is one of our core, main values that we strive to provide for all of our clients.

 

Interviewer:

What do your clients expect from you as your trusted business partner?

Mindy S.:

Our clients expect a lot of different things from us as their accountants. They expect professionalism, kindness, truth, and expertise.

 

Interviewer:

When you’re looking to differentiate yourself professionally, what is most important to you

Mindy S.:

For Active360, the most important thing to us is value and trust. We love to provide value to our clients and also gain their trust and make sure that we keep their trust along the way.

 

Interviewer:

Was it easy to set up your personalized Home Tax Shield page?

Mindy S.:

Setting up the personalized Home Tax Shield tax page was easy and took seconds.

 

Interviewer:

Could you tell us a story, about a client who benefited from Home Tax Shield?

Mindy S.:

Yes, I was sitting at a meeting with them, and I had asked them if they were going to protest their taxes and they didn’t even know what I was talking about. So, I told them about Home Tax Shield, and months later I received an email thanking me for helping them save taxes because Home Tax Shield did what they do best. They saved taxes for my client.

 

Interviewer:

How does referring clients to Home Tax Shield help you attract new clients?

Mindy S.:

Referring clients to Home Tax Shield has helped me attract and retain clients. The reason being is because Home Tax Shield shares the same values as my company, professionalism, trust, and expertise in their area.

 

Interviewer:

How happy are you that you found Home Tax Shield?

Mindy S.:

Home Tax Shield is an excellent company. I was thrilled to learn about them because, they are extremely professional, they are the experts in the field. They’re compassionate about what they do and they want people to save money on their property taxes.

 

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