14 Timely Questions for Tax Season Clients

Dollar on Question MarkIf you don’t ask, you can’t know. If not now, when?

By Jean Marie Caragher
The 90-Day Marketing Plan for CPA Firms

Tax season is the perfect time to identify cross-selling opportunities, strengthen client relationships and ensure client satisfaction.

Consider asking your clients the following 14 questions this tax season. You may discover a new gold nugget of opportunity: