Tom Blair: ‘One Size Fits All’ Simply Won’t Work Anymore

Nine rules for tax season success, including: Bartering services for ammo, if necessary.

by Thomas Avery Blair, EA
tomblairea.com

I believe that in order for the registered tax preparer/licensed tax attorney, CPA and Enrolled Agent to remain in business now and in the future, there will have to be a resurgence in the attitudes of conventional and unconventional “personal service” to the individual tax client.

I bear witness to the fact that my own small tax practice now requires that more personal attention be given to the individual client. “One size fits all” simply won’t work. The tax code is growing ever more complex while the public’s education in federal taxation matters is waning.

Here are some examples of what I mean:

Tom Blair

1. My clients needed year around access to a notary public… so I became and now remain a commissioned notary public.

2. My clients needed cost-effective access to legal advice, especially over matters of wealth retention… so I fostered a business relationship with an attorney with a desire to have her own practice who had the precise skills my clients asked me to find for them. She gets free office space in my office three days a week by giving my tax clients $50 an hour discounted rates on initial consultations in the “off season.”