If you follow this plan, you’ll have the time and reap the benefits.
By Frank Stitely
The Relentless CPA
Your role as chief communicator is closely related to your traffic cop role. In the traffic cop role, we covered prodding clients to keep projects moving along, but there is more to client communications than just moving projects along to completion.
MORE: The Tax Practice Traffic Cop | The Land Mines in Tax Returns | How to Teach Reviewing and Time Management | How to Coach Your Staff | Give Your People the Resources They Need | 4 Steps to Take Before Next Tax Season | How to Create Good Managers | 4 Tips for Managing Advanced Preparers | 3 Tips for Handling Rookie Tax Preparers | How to Hire and Manage Great Admin Staff | The Right Way to Assign Staff Projects
Exclusively for PRO Members. Log in here or upgrade to PRO today.
How many times per day do clients contact you to ask such pressing questions as, “Are my dog’s vet bills deductible medical expenses?” The answer is yes, if your vet holds dual DVM and MD degrees and your dog is classified as a dependent on your tax return. See IRS code section 999, subsection C, paragraph 666.
TO READ THE FULL ARTICLE
