by 卡塔尔世界杯常规比赛时间 research
you don’t have to temporarily lose tax clients once their returns have been filed. you can help them through the year.
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consider a retainer fee for package of services. how many can you bundle? here are 10 tips for keeping clients engaged year-round.
1. tax planning for the upcoming year: review the client’s financials and strategize to minimize their tax liability for the next tax year. monitor their income and deductions. periodically remind them about estimated payments, retirement contributions and possible deductions.
2. quarterly estimated tax calculations: help clients calculate and pay quarterly estimated taxes to avoid underpayment penalties. this is especially useful for freelancers whose income varies widely.
3. bookkeeping and financial management: provide ongoing bookkeeping services, reconcile accounts, monitor investments and prepare monthly or quarterly financial statements. inform clients that this will minimize your time spent (and cost of) preparing next year’s tax return. interpret hard-to-understand financial reports.
4. audit support and representation: offer audit preparedness services, ensuring clients are ready in case of an irs or state audit. provide representation if needed.
5. business advisory services: assist business clients with budgeting, cash flow management or growth strategies to improve their financial health. keep an eye on their books.
6. retirement and investment planning: help clients evaluate tax-advantaged retirement plans (e.g., iras, 401(k)s) and align investment strategies with tax goals. monitor investment growth. recommend changes.
7. estate and succession planning: guide clients in developing tax-efficient estate plans or transitioning their business to the next generation. bring inheritors into the conversation, perhaps to take them on as new clients.
8. tax compliance for special circumstances: assist with sales tax filings, payroll tax compliance, quarterly payments and other specialized tax needs based on their industry or state requirements.
9. tax credits and incentives review: identify available credits or deductions the client may have missed, such as energy efficiency credits or business r&d credits. meet with business clients on a regular basis, even for lunch, to probe for opportunities.
10. personalized financial coaching: offer one-on-one sessions to educate clients on tax strategies, financial management or how life events (marriage, buying a home, etc.) affect their taxes. consider sessions for groups within a client’s company.
bonus suggestions
- workshops and webinars: host educational events on tax-saving strategies or financial literacy topics.
- software recommendations: set clients up with accounting or budgeting software and train them to use it effectively.
as a financial professional, you have much to offer clients. they trust you and will tend to appreciate any cost-effective services you offer. just make sure they understand the benefits of working with you throughout the year.