11 clear instructions to make tax season easier.
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: 3 steps to tax season happiness | 12 ways to have more fun this tax season | bill with the tax return, get paid faster
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sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.
- the object of the instructions is to have the client do what you want them to do.
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