The secret? Humor, sarcasm and shame.
By Frank Stitely
The Relentless CPA
There are easy ways to get clients to do what we need them to do. In our office, we call the process “training” clients. One of our biggest headaches is the late delivery of tax materials. So, we train our clients to bring their tax documents in early.
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We accomplish this through a series of e-blasts explaining our deadlines. The e-blasts start in December, and we call them “Countdown to Tax Season.” They cover much more than our deadlines for clients to provide business and personal income tax returns documents.
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