{"id":116267,"date":"2023-10-03t11:58:57","date_gmt":"2023-10-03t15:58:57","guid":{"rendered":"\/\/www.g005e.com\/?p=116267"},"modified":"2023-10-23t19:12:05","modified_gmt":"2023-10-23t23:12:05","slug":"who-needs-fall-tax-planning-clients-and-you","status":"publish","type":"post","link":"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/","title":{"rendered":"who needs fall tax planning? clients &#8230; and you"},"content":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-116271 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"1600\" height=\"1068\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-849x567.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-768x513.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-1536x1025.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-600x401.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>avoid balance-due whining sessions and earn additional revenue.<\/strong><\/p>\n<p><em>by frank stitely<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\"><i>the relentless cpa<\/i><\/a><\/p>\n<p>you\u2019ve surely had this conversation a million times during multiple tax seasons, most often in april. you give a client a tax return with a $20,000 balance due.<\/p>\n<p>client: i didn\u2019t expect to owe that much.<br \/>\nyou: how much did you expect to owe?<br \/>\nclient: about $5,000.<\/p>\n<blockquote><p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2023\/09\/26\/its-ok-to-say-no-to-clients-even-the-large-ones\/\">it\u2019s ok to say no to clients (even the large ones)<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/09\/control-your-time-avoid-ambush-meetings-and-calls\/\">control your time: avoid ambush meetings and calls<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/06\/06\/train-your-clients-before-they-train-you\/\">train your clients before they train you<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/07\/dont-let-clients-dictate-tax-workflow\/\">don\u2019t let clients dictate tax workflow<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/24\/how-small-firms-can-win-the-talent-wars\/\">how small firms can win the talent wars<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/20\/yes-theres-a-secret-equation-for-successful-delegation\/\">do you know your turnaround time?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n<p>here\u2019s where my conversations may differ from yours a bit.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/#more-116267\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f03%2fwho-needs-fall-tax-planning-clients-and-you%2f&amp;t=who+needs+fall+tax+planning%3f+clients+%e2%80%a6+and+you'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f03%2fwho-needs-fall-tax-planning-clients-and-you%2f&amp;title=who+needs+fall+tax+planning%3f+clients+%e2%80%a6+and+you&amp;summary=%0d%0a%0d%0aavoid+balance-due+whining+sessions+and+earn+additional+revenue.%0d%0a%0d%0aby+frank+stitely%0d%0athe+relentless+cpa%0d%0a%0d%0ayou%e2%80%99ve+surely+had+this+conversation+a+million+times+during+multiple+tax+seasons%2c+most+often+in+april.+you+give+a+client+a+tax+return+with+a+%2420%2c000+balance+due.%0d%0a%0d%0aclient%3a+i+didn%e2%80%99t+expect+to+owe+that+much.'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='linkedin'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-850px 0px'   \/> <span class=\"head\">share on linkedin<\/span><\/a><\/li><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/twitter.com\/'  href=\"http:\/\/twitter.com\/share?url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f03%2fwho-needs-fall-tax-planning-clients-and-you%2f&amp;text=%23cpa+link%3a++-+ via+%40cpa_trendlines\"  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='twitter'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li><li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20who%20needs%20fall%20tax%20planning?%20clients%20&#8230;%20and%20you&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\r\n\r\n\r\n\r\n%20%20\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\" title=\"email this: who needs fall tax planning? clients &#8230; and you \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li><\/ul><div class=\"clean\"><\/div> <\/div>","protected":false},"excerpt":{"rendered":"<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-116271 size-full\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472.jpeg\" alt=\"//www.g005e.com/store/wp-json/wp/v2/posts/\" width=\"1600\" height=\"1068\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-849x567.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-768x513.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-1536x1025.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/08\/getpaid2_adobestock_160773472-600x401.jpeg 600w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><strong>avoid balance-due whining sessions and earn additional revenue.<\/strong><\/p>\n<p><em>by frank stitely<\/em><br \/>\n<a href=\"\/\/www.g005e.com\/shop\/fs18rel\/\"><i>the relentless cpa<\/i><\/a><\/p>\n<p>you\u2019ve surely had this conversation a million times during multiple tax seasons, most often in april. you give a client a tax return with a $20,000 balance due.<\/p>\n<p>client: i didn\u2019t expect to owe that much.<br \/>\nyou: how much did you expect to owe?<br \/>\nclient: about $5,000.<\/p>\n<blockquote>\n<p><b>more:<\/b> <a href=\"\/\/www.g005e.com\/2023\/09\/26\/its-ok-to-say-no-to-clients-even-the-large-ones\/\">it\u2019s ok to say no to clients (even the large ones)<\/a> | <a href=\"\/\/www.g005e.com\/2023\/08\/09\/control-your-time-avoid-ambush-meetings-and-calls\/\">control your time: avoid ambush meetings and calls<\/a> |\u00a0<a href=\"\/\/www.g005e.com\/2023\/06\/06\/train-your-clients-before-they-train-you\/\">train your clients before they train you<\/a> | <a href=\"\/\/www.g005e.com\/2023\/02\/07\/dont-let-clients-dictate-tax-workflow\/\">don\u2019t let clients dictate tax workflow<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/24\/how-small-firms-can-win-the-talent-wars\/\">how small firms can win the talent wars<\/a> | <a href=\"\/\/www.g005e.com\/2022\/12\/20\/yes-theres-a-secret-equation-for-successful-delegation\/\">do you know your turnaround time?<\/a><br \/>\n<strong><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-49700 size-full\" src=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2016\/08\/yellow_key_clip_art-e1375897299811-36p-hi-1-e1603911598474.jpg\" alt=\"goprocpa.com\" width=\"39\" height=\"16\" \/><span style=\"color: #b79c00;\">exclusively for pro members. <\/span><\/strong><span style=\"color: #b79c00;\"><a style=\"color: #b79c00;\" href=\"\/\/www.g005e.com\/wp-login.php?redirect_to=\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\">log in here<\/a> or <a class=\"external\" style=\"color: #b79c00;\" href=\"http:\/\/goprocpa.com\/\" target=\"_blank\" rel=\"noopener\">2022世界杯足球排名 today<\/a>.<\/span><\/p>\n<\/blockquote>\n<p>here\u2019s where my conversations may differ from yours a bit.<\/p>\n<p> <a href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/#more-116267\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f03%2fwho-needs-fall-tax-planning-clients-and-you%2f&amp;t=who+needs+fall+tax+planning%3f+clients+%e2%80%a6+and+you'  ><img  src='//www.g005e.com/store/wp-json/wp/v2/posts/\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-300px 0px'   \/> <span class=\"head\">like this on facebook<\/span><\/a><\/li>\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.linkedin.com\/'  href='http:\/\/www.linkedin.com\/sharearticle?mini=true&amp;url=https%3a%2f%2fwww.g005e.com%2f2023%2f10%2f03%2fwho-needs-fall-tax-planning-clients-and-you%2f&amp;title=who+needs+fall+tax+planning%3f+clients+%e2%80%a6+and+you&amp;summary=%0d%0a%0d%0aavoid+balance-due+whining+sessions+and+earn+additional+revenue.%0d%0a%0d%0aby+frank+stitely%0d%0athe+relentless+cpa%0d%0a%0d%0ayou%e2%80%99ve+surely+had+this+conversation+a+million+times+during+multiple+tax+seasons%2c+most+often+in+april.+you+give+a+client+a+tax+return+with+a+%2420%2c000+balance+due.%0d%0a%0d%0aclient%3a+i+didn%e2%80%99t+expect+to+owe+that+much.'  ><img  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url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-1625px 0px'   \/> <span class=\"head\">tweet this item<\/span><\/a><\/li>\n<li class=\"icon_text\"><a rel=\"_self\" href=\"mailto:?subject=cpa%20trendlines%20:%20who%20needs%20fall%20tax%20planning?%20clients%20&#8230;%20and%20you&amp;body=here's%20something%20worth%20seeing%20from%20\/\/www.g005e.com...\n\n\n\n%20%20\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\" title=\"email this: who needs fall tax planning? clients &#8230; and you \"><img loading=\"lazy\" decoding=\"async\" src=\"\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif\" height=\"24\"  width=\"24\" style=\"background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) no-repeat;padding:0;margin:0;height:24px;width:24px;background-position:-275px 0px\" class=\"image-24\"  alt=\"email\" \/> <span class=\"head\">email this<\/span><\/a><\/li>\n<\/ul>\n<div class=\"clean\"><\/div>\n<\/p>\n<\/div>\n","protected":false},"author":1362,"featured_media":116271,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,1905,70,2271,2274,3120,3002,1906,2246],"tags":[3808,3807],"class_list":["post-116267","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-season","category-clients-and-service","category-humor","category-marketing","category-pricing","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season","tag-frank-stitely","tag-stitely","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- this site is optimized with the yoast seo plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>who needs fall tax planning? clients ... and you - 卡塔尔世界杯常规比赛时间<\/title>\n<meta name=\"description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"who needs fall tax planning? clients ... and you - 卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"og:description\" content=\"actionable intelligence for tax, accounting, and financial professionals\" \/>\n<meta property=\"og:url\" content=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\" 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