The Annual Tax Meeting is Dead. Clients Killed It. 

Four ways we’re better off without pre-scheduled client meetings.

By Frank Stitely

We had been scheduling tax meetings for over 20 years. We thought clients wanted them.

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They came because we told them to, not because they wanted to.

Today, face-to-face meetings are so 1990s.

The tax meeting is dead.  Clients – and maybe COVID, too – killed it.