11 steps to better client tax instructions

help them help you.

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.

more:get your team ready for tax season|12 ways to squeeze fun into tax season|6 ways to get paid faster in tax season
goprocpa.comexclusively for pro members.log in hereor2022世界杯足球排名 today.

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