BUSY SEASON MANAGEMENT

Eight Tips for Delighting Tax Clients

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Portrait of a mature businesswoman giving a binder

Do they feel important?

By Ed Mendlowitz
Tax Season Opportunity Guide

Clients are our customers. They pay our salary and enable us to make good livings. Do what you can to accommodate them and make them feel important – as important as they believe they are.

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Also be user-friendly – do not make it difficult to work with you. Clients don’t know how smart we are. They think we are great, but they measure us by the small things – the good and bad.
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 Busy Season 2026: Clients, Pricing, Staffing… CRUNCH

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CPA Trendlines Busy Season Barometer: Modest Gains, Mixed Outlook, Cautious Tech Upgrades Ahead

Top concerns: “The returns aren’t harder—they’re just later.” (CPA Trendlines Busy Season Barometer)
Join the survey. Get the results.

By CPA Trendlines Research

The 2026 tax season shows some gradual improvement for certain firms, but most practitioners report conditions that remain largely unchanged from a year ago, according to the latest data from the CPA Trendlines Busy Season Barometer.

For More Busy Season Trends and Strategies: Join the survey. Get the results.

MORE Tax Season 2026

The good news is: 2026 hasn’t turned into the disaster some were expecting with a new tax law and diminished IRS. The bad news is: 2026 is turning into a relatively routine year — without the advances in workflow or the better margins from higher-value services that some were hoping for.

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Tell Your Tax Clients about These 40 Other Services

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Woman and man shaking hands across a desk

BONUS: A checklist to use for additional client services.

By Ed Mendlowitz
Tax Season Opportunity Guide

The following listing can give you ideas of additional services clients might need.

MORE by Ed Mendlowitz
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This list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!

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How Much Do Your Clients Need You?

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Three questions to ask.

By Ed Mendlowitz
Tax Season Opportunity Guide

Know your value to your clients. Better, understand your business and what you really do and what you add to the client’s life.

MORE by Ed Mendlowitz
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I had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. There were a number of issues to this.
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