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Case Study: CPA Firm Finds Perfect Tax Folders After Two-Year Search

Accounting Presentation Folders

Company Overview: Vann Dixon, CPA, P.C. is a certified public accounting firm that has been providing tax, payroll, accounting, and consulting services to individuals, businesses, and non-profits in the Durant, Oklahoma area for over 20 years.

Problem: Administrator Linda Stevenson needed to find an upgrade for the company’s expandable folders before tax season but couldn’t find the quality she wanted.

Story: Linda Stevenson had been looking to upgrade the tax folders Vann Dixon, CPA, P.C. uses to send their clients a copy of their e-filed returns for two years without finding the reinforced folders she wanted. Finally, she found Company Folders, Inc. by searching online.

“I was wanting to get new folders before the tax season was upon us. Last year I looked for months and received samples from at least four different companies,” said Stevenson. “None were the quality we found this year with Company Folders.”

Although it took Stevenson a while to find Company Folders, once she did, the process moved right along.

Working with Print Project Director Jennifer Grubb, Stevenson picked a Reinforced 2 Expandable Pocket Folder in 100lb. white linen, imprinted with four-color process with one embossed area.

“I was really glad Linda found us,” said Grubb. “And once she did, I wanted to make sure she got exactly the new folders she wanted, exactly when she needed them.”

“Last year I looked for months and received samples from at least four different companies. None were the quality we found this year with Company Folders.”

– Linda Stevenson, administrator at Vann Dixon, CPA, P.C.

“The design process with Company Folders was super easy,” said Stevenson. “I worked with Jennifer and told her what we were looking for and BAM—she sent me a template through e-mail that was spot on.”

It only took three days to get from a quote for the project to production.

CPA Tax Return Presentation Folders
“The ordering process was so easy,” said Stevenson. “Once we agreed on the design, I just put in the company credit card information and boom, my order was paid for and in process.”

Stevenson was thrilled with the results.

“The quality of the linen folder is excellent. My bosses were so pleased. The raised lettering was beyond our expectations. The colors were a perfect match,” she said. “I would definitely recommend Company Folders. The ease of ordering, the quick processing and the quality of the product all spell winner!”

Product: Reinforced 2 Expandable Pocket Folder in 100lb. white linen, imprinted with four-color process with one embossed area.

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CF Staff
Author: CF Staff

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Discussion

  1. Les Riles says

    Nice folders. Vann Dixon, CPA deserves them. Vann’s company has taken care of my taxes for over a decade. When I moved half way across the country I took his services with me. Highly recommend their services. They’re based in Durant, Oklahoma. Honest, reasonable, and knowledgeable. Nice folders too!

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