Five Questions You Need to Ask Tax Clients Today

CHECKLIST: Tax-Time Client Needs Assessments and Referral Generation.

By Rick Telberg
CPA Trendlines

Get a read on the busy season. Join the survey; get the results
Benchmark your busy season. Join the survey; get the results.

Busy season may be hectic and the hours may be long, but if you’re not making time to get to know your clients better, then you’re missing an opportunity that may not come again for another year.

MORE TAX SEASON: When Clients Face ‘Unreal’ IRS Audits  |  IRS Warns about Private Debt Collectors for Tax Season 2018  |  Underfunded IRS Swamped with Problems  |  2018 Tax Filing Season Begins Jan. 29  |  2018 Tax Season: The Race to Be Ready  |  The IRS Tip 10 List for Choosing a Tax Pro   |  New eBook: Maximizing Sec. 199A Deductions

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By then, a competitor may have beaten you to the punch.