The merger allows us to combine strengths and expand our team, enhancing our ability to provide comprehensive, efficient, and high-quality financial services. In an industry facing a significant talent shortage, this merger ensures we can continue providing superior client service.

David Boese, the current owner of Priority Taxation Services, will be joining us as a partner, and as a Client Success Manager. David brings incredible knowledge of small business tax, compliance, and bookkeeping practices. His experienced team of six support staff, which specializes in servicing small businesses, fisheries, and farms, will also be joining ATMOS.

No, there will be no changes to the services you currently receive. You’ll continue to work with our dedicated team, now enhanced with additional expertise from David and his team.

No action is required on your part. The transition will be seamless, and your services will continue without interruption.

No, there will be no changes to our fees or billing practices. Your existing agreements and payment arrangements remain the same.

As part of our restructuring, Garett Froese will be taking on a more strategic management role, focusing on overseeing operations and ensuring our services meet the highest standards. While Garett will have less direct client interaction, he will remain a valuable resource for our team to draw upon for client service questions and tax knowledge. As a result, some of his clients will be transitioned to other Client Success Managers over time. This will provide you with more timely responses and better access to knowledgeable professionals.

Beyond this change, we expect existing primary contacts to remain much the same. However, as we discover more about our expanded team’s relative strengths and areas of significant expertise, we may make some changes to align our clients with the individuals best able to manage their specific needs.

Rest assured, our entire team is committed to making this a smooth transition, and all existing experience and knowledge about your account will remain within the team.

By merging, we’re expanding our team and pooling our expertise, which means:

• Greater Availability: More qualified professionals are available to assist you.
• Enhanced Expertise: Access to a broader knowledge base, including specialized expertise in fisheries, farming, and various accounting/bookkeeping software.
• Improved Service: More timely responses and continued commitment to clear communication to make complex tax situations easy to understand.

Yes, with the addition of David and his team, we now have deeper knowledge in a broader range of accounting and bookkeeping software and specialized expertise in servicing fisheries and farming industries. This allows us to offer enhanced services to meet a wider array of your financial needs.

Feel free to reach out to your usual contact at ATMOS Financial Services or email us at email@atmosinc.ca

We’re here to help and address any questions you may have.