3 steps to making their lives easier.
By CPA Trendlines
You know who we’re talking about here. They show up in early April with everything you need to prepare their taxes. But it isn’t on a CD. It’s in a soaking-wet shoebox. Or they’ve got everything ready on January 2, except it turns out they aren’t sure whether they made their quarterly IRS payment last July. Or when you ask for their total payroll tax paid, they say, “Payroll tax?”
Or their numbers just don’t add up. Or they desperately need a refund this year, no matter what. Or they say they’ll get back to you but don’t. Or they keep asking your for legal advice. Or they just don’t have time, what with Mom and her broken hip, the kid needing to be picked up from ballet class, the dog that needs to go for a walk at 5:30 or else. Or they can’t get their capital gains records from their financial advisor…guy named Madoff…he just disappeared!
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