client service opportunities

11 tax client questions for year-round billings

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question markshow to identify post-busy season projects.

by blake christian

while most cpas and staff are in survival mode during busy season, the weeks following tax day offer excellent opportunities for cpas to identify challenges and opportunities, and begin inventorying projects to complete now that the rush has ended.

more tax practice: a lesson in basis taught to us by almond trees  |  how to end the tax revenue roller coaster with a four-season practice model  |  five ways to protect clients from ‘the sleazy six’ tax season scams  |  tax season productivity hacks  |   how to sell bundled tax services  |  46 avoidable tax-filing errors – if clients only knew  |  21 reasons why tax clients switch firms  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

this time of year generally presents more opportunities to talk directly with your clients—either in person or on the phone—to discuss their business and personal financial matters. reviewing their source documents also provides numerous ways to identify work that they’ll need your help with in the coming year.

when you meet with clients in the weeks after busy season, it can be helpful to develop a short agenda of topics to cover. these can include not only industry and technical issues, but also longer-term operational and personal issues. here is a sampling of questions to consider asking clients—especially those for which you don’t produce monthly financial statements—when you meet with them in the period immediately following busy season.

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survey: offshoring on the rise

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clients demand real-time accounting. by chris frederiksen it’s been was another good year for accountants, with demand for services continuing to outrun supply, thus allowing for price increases. firms continue to struggle with the issue of finding enough “good” people … continued

five ways to protect clients from ‘the sleazy six’ tax season scams

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click to join the 卡塔尔世界杯常规比赛时间 tax season survey. get the real-time trends, and benchmarks.
click to the 卡塔尔世界杯常规比赛时间 tax season survey. get the real-time trends, and benchmarks.

let clients know you’re on their side. 

tax season 2017: what’s working. what’s not
join the conversation. get the answers.

by rick telberg
卡塔尔世界杯常规比赛时间 research

internal revenue service workers may be chronically understaffed, but they’re not stupid. they’ve been in the tax collection business since the civil war, and the irs has been harvesting income tax since 1913. it has processed billions of tax returns, and it knows the tricks that taxpayers often try. it also knows the tricks that wanna-be cheats use to exploit the tax system, effectively robbing the honest people who pay what they owe.

for the last three years, the irs has given a name to the most common schemes to swindle either taxpayers or the nation’s treasury. it calls them “the dirty dozen.” this year, half the dozen are scams by third parties that attempt to rip off taxpayers. the other half are taxpayer attempts to effectively rip off their government.

more on tax season:  five-point action plan for turning tax scam threats into new opportunities  |  taxes: beyond income to gas and more   |   readers sound off: what tax season decline?  |  overhyping ibm’s watson is dangerous  |  average tax refund by state   |  irms face staff turnover tsunami  |

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

sleazy tax tactics don’t do a practicing accountant any good. the slime taints the tax pro, and the pro may be put in the very uncomfortable position of having to defend the taxpayer before an irs agent. this is not the light tax preparers look for at the end of the busy season tunnel. they’re thinking “bahamas,” not “irs office.”

clients who know about the dirty half-dozen will be disinclined to try a trick the irs is expecting. sharing the list will go far to ward off problems. read more →

your clients hold a secret key to your practice growth

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chart of survey results
[click for larger image]

only you can discover it. here’s how.

by hitendra patil
accountaneur 

accountants are in the business of solving clients’ problems.

more on entrepreneurial strategy: the new needs of people at accounting firms | forget cpe, you need an fpe | ‘uberizing’ means more than technology | the 5 most common marketing blunders accountants make
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

the results of the 卡塔尔世界杯常规比赛时间’ “essential traits for success as an entrepreneurial accountant” survey clearly indicate that “problem solving” is one of the top three traits of successful accountants. join the survey, get the results.
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