by 卡塔尔世界杯常规比赛时间 research
it’s helpful to know about a potential client before taking them on.
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are they organized? careless? complicated? honest? what’s their attitude toward paying taxes? where do they need help? here are 10 questions to ask before you commit yourself.
1. what are your expectations for working with a tax professional?
are they looking for a quick return preparation, year-round support or tax planning services? do you see potential for additional services?
2. how do you prefer to communicate – email, phone or in person?
identify their communication preferences and whether they align with your processes. (do you really want a client who doesn’t use email?)
3. have you worked with a tax professional before? if so, what was your experience?
try to understand their expectations and any potential challenges based on past experiences.
4. are you comfortable using technology for submitting documents and signing forms?
determine their comfort level with tools like client portals, e-signatures and relevant apps. how much instruction will this client require?
5. how organized are you with financial documents and record-keeping?
get an idea of whether they’ll require extra hand-holding or if they’ll be easy to work with. don’t settle for “i’m very organized.” ask specific questions. for example, what financial apps do you use? do you have your 1099 from last year and the year before?
6. what is your biggest concern about your taxes or finances?
does your expertise meet their needs? what are their priorities? are they expecting you to solve complicated problems from the past?
7. how do you handle deadlines and time-sensitive requests?
ask when they filed last year. ask whether they would agree to follow a timeline you give them.
8. are you looking for a long-term relationship with a tax professional or just one-time assistance?
clarify their commitment level and whether it aligns with your practice model. would they be interested in additional services? are they worth training in apps, forms, etc.?
9. do you have any financial advisors, bookkeepers or other professionals you work with?
identify potential collaboration opportunities and gain insight into how complex their financial picture is. is there a reason these other professionals are sending this client to you for tax prep?
10. what’s your preferred payment arrangement – flat fee, hourly rate or other?
ensure your pricing structure aligns with their expectations. avoid future misunderstandings. this might be a good time to mention special rewards or benefits for clients who provide good records on time.
it’s never too early to establish clear expectations on both sides and foresee the probability of a smooth working relationship. and sometimes turning down a potential client is the best thing you can do for your practice. if you need to do so, it’s better to do so before you get started.