How the three colors of a traffic light can improve your client relationships.
By Kyle Walters
From the CPA’s perspective, a completed tax return is a summary of all the hard work that you have done on behalf of your client. The return represents a mountain of paperwork that you have tamed – everything you had to evaluate, research and consider in order to complete the often-complex process of preparing and filing a U.S. tax return.
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However, when you deliver a tax return to your client, the final return seems like nothing more than a huge pile of paper in the client’s eyes. Other than seeing how much they owe in taxes, most clients don’t know what to do with all the information on their return because they don’t understand IRS-speak. They don’t understand the implications of the numbers contained in the nice neat rows and columns.
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