Here’s what you’re looking for: Kyle Walters

Smart CPAs will remain their client’s most trusted advisor – but not by staying in their lane.

By Kyle Walters

Are your clients asking you specifically for help with their insurance, investments and estate planning? Are they asking you how these options impact their taxes?

MORE: Use 3 Colors to Create Clarity and Deliver Value | Are You Growing or Getting Left Behind? | What Can You Offer that IBM’s Watson Can’t? | The What, So What and Now What? | Clients Don’t Have a Fee Problem, They Have a Value Problem
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Most CPAs will say, “Yes, all the time!” The reason clients are bringing these issues to you is because they trust you. CPAs have long been viewed as their clients’ most trusted advisors. When most clients have financial issues or complexity to deal with, they go to their CPA first.
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How the three colors of a traffic light can improve your client relationships.

By Kyle Walters

From the CPA’s perspective, a completed tax return is a summary of all the hard work that you have done on behalf of your client. The return represents a mountain of paperwork that you have tamed – everything you had to evaluate, research and consider in order to complete the often-complex process of preparing and filing a U.S. tax return.

MORE: Are You Growing or Getting Left Behind? | What Can You Offer that IBM’s Watson Can’t? | The What, So What and Now What? | Clients Don’t Have a Fee Problem, They Have a Value Problem
Exclusively for PRO Members. Log in here or upgrade to PRO today.

However, when you deliver a tax return to your client, the final return seems like nothing more than a huge pile of paper in the client’s eyes. Other than seeing how much they owe in taxes, most clients don’t know what to do with all the information on their return because they don’t understand IRS-speak. They don’t understand the implications of the numbers contained in the nice neat rows and columns.
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