By Ed Mendlowitz
Tax Season Opportunity Guide
Tax season is a busy time and preparers sometimes neglect to get something outside of tax prep done. Needless to say, clients don't want to hear it. And your firm may miss some valuable opportunities.
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Here are a bunch of phony reasons why some things don't get done...
- Too busy (during tax season – three-plus months)
- Not my job
- I called them last; it’s their turn to call me
- Too hard
- Too new
- Not sure I could do it
- Won’t get credit
- It “smells” so don’t try – should ask “how we can make it happen” rather than discuss why “it won’t work”
- I need a new computer
- Always too busy and seem to be playing catchup
Some firms have a three-plus-month tax season where the owners work 80 or more hours a week. Each of the above reasons is valid at one time or another, but to the client, his work is super important and the above reasons will not assuage them.