11 Tax Client Questions for Year-Round Billings

Question marksHow to identify post-busy season projects.

By Blake Christian

While most CPAs and staff are in survival mode during busy season, the weeks following Tax Day offer excellent opportunities for CPAs to identify challenges and opportunities, and begin inventorying projects to complete now that the rush has ended.

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This time of year generally presents more opportunities to talk directly with your clients—either in person or on the phone—to discuss their business and personal financial matters. Reviewing their source documents also provides numerous ways to identify work that they’ll need your help with in the coming year.

When you meet with clients in the weeks after busy season, it can be helpful to develop a short agenda of topics to cover. These can include not only industry and technical issues, but also longer-term operational and personal issues. Here is a sampling of questions to consider asking clients—especially those for which you don’t produce monthly financial statements—when you meet with them in the period immediately following busy season.