08/10/2026
📣 A Message from Freeman Solutions
As Freeman Solutions continues to grow, we wanted to take a moment to explain some of the changes you may have noticed this year and, most importantly, to ask for your patience and understanding.
This year, we have experienced an unprecedented increase in tax clients and tax returns requiring extensions. There are many reasons behind that growth. We have had clients come to us after other tax professionals have passed away, firms have closed, firms have become overwhelmed, or clients simply realized their previous tax professional was no longer meeting their needs.
We are incredibly grateful that so many of you have trusted Freeman Solutions with something as important as your finances and taxes. ❤️
A Growing Firm Means Some Things Have to Change
It has come to our attention that some clients feel our level of service has decreased because we are not as readily available by phone as we once were, and because turnaround times can be longer, particularly when clients bring in multiple years of tax returns or submit their information during an already busy period.
We want to address that directly.
Our availability has changed. Our commitment to quality has not.
When Freeman Solutions was much smaller, we had the capacity to answer calls more frequently, respond more quickly, and move through new files much faster. As our firm has grown substantially, that is no longer realistic.
We work our tax returns and client work in the order received, which is a standard and fair practice used throughout the tax-preparation industry. This allows us to maintain consistency and ensures that clients are not moved ahead simply because they call more frequently, have been with us longer, or are able to come into the office more often.
When multiple years of tax returns are dropped off, or when a client has a particularly complex return, it naturally takes additional time to review the information, identify missing items, research issues, and prepare the returns properly.
We would rather take the time necessary to do the work correctly than rush through a return simply to reduce a wait time.
📞 Phone Availability & Communication
One of the biggest changes as our firm has grown is phone availability.
We simply do not have the capacity to speak with every client every time they would like to speak with us. We understand that this can be frustrating, particularly for clients who remember when Freeman Solutions was much smaller and more immediately accessible.
Written communication, particularly email, is now an important part of how we manage our growing client base. It allows us to:
• Maintain an accurate record of questions and responses
• Track missing information and outstanding items
• Keep client files properly documented
• Ensure important details are not lost in a phone conversation
• Give our team the ability to review information and respond thoughtfully
We ask that clients utilize written communication whenever possible.
If an issue cannot be adequately resolved through written communication, we will arrange a phone appointment or in-person meeting when necessary.
Phone appointments are now scheduled based on need and availability rather than being available on demand.
This is not a reflection of how much we value our clients. It is simply one of the necessary changes that comes with operating a larger professional firm.
📚 Changes to Bookkeeping Services
Because our tax practice has grown significantly, we have also had to make some difficult decisions about where our time and resources need to be focused.
Effective going forward:
• We will no longer be accepting new clients for ongoing monthly bookkeeping services.
• We will continue providing bookkeeping assistance when it is necessary for our tax clients and their tax needs.
• We will continue serving our existing monthly bookkeeping clients at this time.
• Our primary focus for new clients will be tax preparation, tax planning, and tax-related accounting services.
These decisions are not made lightly. As a business grows, there comes a point where we have to determine where our time is best spent and what changes are necessary to continue providing quality service.
We are also actively hiring and expanding our team so that we can continue accommodating our growing client base while maintaining the standards we have built Freeman Solutions on.
❤️ We Appreciate Your Patience
We recognize that change can be frustrating. We also understand that some clients may feel that because we are not as immediately accessible as we once were, the quality of our services has changed.
It hasn't. Our capacity has.
We are still committed to treating every client with the same integrity, respect, professionalism, and care. No client is more or less important than another, and we are doing our best to serve everyone fairly and in the order their work is received.
Freeman Solutions has grown because of the trust our clients place in us. We are incredibly grateful for every referral, recommendation, review, and new client who chooses to work with us.
Growth requires change. It requires better systems, additional staff, clearer boundaries, and sometimes difficult decisions about which services we can continue to offer.
We are committed to making those decisions thoughtfully so that we can continue to be here for our clients for many years to come.
Thank you for your patience, your understanding, and your continued trust in Freeman Solutions. ❤️
— Freeman Solutions
