Help Tax Clients Help You

Man staring at pile of paperwork11 clear instructions to make tax season easier.

By Ed Mendlowitz
Tax Season Opportunity Guide

Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

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Sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.

  1. The object of the instructions is to have the client do what you want them to do.