here are 40 they should know about, plus a checklist for considering additional client services.
by ed mendlowitz
tax season opportunity guide
the following listing can give you ideas of additional services clients might need.
more on tax season: can your tax reviewers answer these 10 questions? | the top 12 mistakes in tax return preparation | six types of person: which are you? | answer these two questions first | help your tax clients, help yourself | what’s your value to your tax clients? | are you excited about tax season?
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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!
- estate planning
- inheritance advice and guidance
- succession planning
- personal financial planning