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every tax client is a potential client for other services. stay busy after busy season by helping with other financial and tax-related services.
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here are 10 you can offer or adjust for specific clients.
- amended tax returns: if client negligence or erroneous information leads to the need of an amended return, you should be there to help.
- tax notice resolution: help clients respond to irs or state tax notices and resolve disputes.
- audit support and representation: let clients know that you can represent them during irs or state audits and provide guidance through the process.
- estimated tax payment planning: calculate and schedule quarterly estimated tax payments for self-employed or high-income clients. this simple service could be bundled with others.
- tax transcript retrieval: obtain irs transcripts to review past filings or address discrepancies. this is of special interest to high-income clients.
- year-round tax planning: offer strategies to minimize tax liability for the current and upcoming years.
- advice for basic financial decisions: for lower-income clients, this might be simple reminders on contributing to iras, 401(k)s or other retirement plans to maximize tax advantages. the higher the income, the more advice they can use.
- tax-advantaged investment planning: assist with tax-oriented investment, such as municipal bonds or tax-loss harvesting.
- tax credit eligibility reviews: identify overlooked credits (e.g., r&d, energy efficiency) for current or future filings.
- income shifting strategies: propose ways to redistribute income among family members or entities to reduce tax liability.