11 Clear Client Instructions to Make Your Tax Season Easier

Businessman points to words "KEEP IT SIMPLE"Help them help you.

By Ed Mendlowitz
Tax Season Opportunity Guide

Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

Sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.