don’t let clients dictate tax workflow
ask the right questions and stick to your processes.
by frank stitely
the relentless cpa
who makes the errors in your firm? staff obviously, but that’s half of the answer. clients are a major source of tax return errors. clients cause errors in three ways:
- errors of omission
- errors of commission
- errors in attitude
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every tax season, we finalize and deliver returns only to hear from the client, “i think i might have forgotten to tell you that we had a baby last year.” does this happen to you? this is a client error of omission. unintentionally, clients withhold important information.
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