Nine Ways to Create Well-Behaved Tax Clients [PRO Member Exclusive]

Help them to do what you want.

Ed Mendlowitz

by Ed Mendlowitz
Adapted from The 2013 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.

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

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

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