by 卡塔尔世界杯常规比赛时间 research
helping clients prepare for tax season will pay off during the big rush. you’ll both be glad they are organized. the guidance can involve a retainer or can be free as part of a tax prep package.
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here are 10 tips for helping clients help you. consider making some of them mandatory for anyone who wants the privilege of being your tax client.
- set up a dedicated email address. give clients a specific, exclusive email (with their name on it!) for tax-related communications. it will make them feel special. but don’t neglect to respond!
- offer q&a sessions. by periodic video conference, workshop or personal meeting, give clients an opportunity to ask questions.
- provide examples. share samples of properly organized files and forms to guide clients. give them a pdf or even a printed booklet of examples. refer to it when they ask questions. add new samples as clients reveal difficulties.
- request monthly updates. motivate clients to update records throughout the year to avoid last-minute chaos. proactively check to confirm that they’re keeping up.
- encourage clients to request tax-related docs. too often, clients don’t receive tax-related forms such as w-2, 1099s, 1098s, 1095s, k-1, 5498, etc. encourage them to contact the entity responsible for providing these forms.
- automate document collection. suggest or require tools like hubdoc or taxdome to collect and sort tax documents automatically.
- track progress. maintain a checklist to monitor what tax-related documents you have received and what’s missing. each time the client sends a doc, return a check ist with that item checked off.
- use docusign whenever possible. some clients might need step-by-step instructions. give clear instructions in writing; maybe walk them through it the first time. good job for an intern or junior staff member.
- incentivize early submission. reward clients with discounts or priority processing for submitting documents early. thank them for helping you keep costs down.
- assign a paraprofessional to do all the above. you yourself don’t have to take all the above actions. a paraprofessional can handle them. it’s good training.
the more you help clients prepare, the more professional you will look, the more the clients will be thinking of you, the more they will appreciate you, the more likely you’ll get referrals, and the easier your tax season will be.