What to Say on Phone Calls about Fees

Hand holding phone with dollar signs pouring outEven difficult calls are opportunities.

By Jassen Bowman
Tax Resolution Systems

If you are actively engaged in marketing your practice, it is inevitable that you will receive telephone calls with the dreaded, “How much do you charge for a tax return?”

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What NOT to say …

  1. “We don’t provide fee quotes over the phone.”
  2. “Tell me a little about your tax situation and …”