{"id":137369,"date":"2025-01-07t12:00:21","date_gmt":"2025-01-07t17:00:21","guid":{"rendered":"\/\/www.g005e.com\/?p=137369"},"modified":"2025-01-09t00:08:31","modified_gmt":"2025-01-09t05:08:31","slug":"use-humor-to-get-tax-documents-in-early","status":"publish","type":"post","link":"\/\/www.g005e.com\/2025\/01\/07\/use-humor-to-get-tax-documents-in-early\/","title":{"rendered":"use humor to get tax documents in early"},"content":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-112786\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881.jpeg\" alt=\"\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-600x400.jpeg 600w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>my secret? humor, sarcasm and a bit of shame.<\/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>there are easy ways to get clients to do what we need them to do. in our office, we call the process \u201ctraining\u201d clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.<\/p>\n<h4 style=\"padding-left: 40px;\"><b>more: <\/b><a href=\"\/\/www.g005e.com\/2024\/03\/04\/end-tax-season-meetings-with-clients-seriously\/\">end tax season meetings with clients \u2026 seriously<\/a> | <a href=\"\/\/www.g005e.com\/2024\/01\/03\/by-frank-stitely-get-clients-to-understand-firm-processes\/\">get clients to understand firm processes \u2026 or say goodbye<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/07\/train-now-before-it-costs-you-down-the-road\/\">train now before it costs you down the road<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\">keep clients from \u201cbalance due\u201d shock<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/10\/stop-clients-from-performing-favors\/\">stop clients from performing \u201cfavors\u201d<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\">who needs fall tax planning? clients \u2026 and you<\/a> | <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> | <a href=\"\/\/www.g005e.com\/2023\/06\/13\/you-train-your-clients-whether-you-mean-to-or-not\/\">you train your clients, whether you mean to or not<\/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\/31\/make-fewer-mistakes-increase-revenue-and-capacity\/\">make fewer mistakes, increase revenue and capacity<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/17\/easy-ways-to-avoid-done-but-tax-returns\/\">easy ways to avoid \u2018done but\u2019 tax returns<\/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\/2025\/01\/07\/use-humor-to-get-tax-documents-in-early\/\">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><\/h4>\n<p>&nbsp;<\/p>\n<p>we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them \u201ccountdown to tax season.\u201d they cover much more than our deadlines for clients to provide business and personal income tax returns documents.<\/p>\n<p>we use the blasts to train clients in other areas \u2013 such as minimizing the use of staples when they give us their documents. we also discourage people from putting their documents in three-ring binders. as i\u2019m certain you already know, staples and binders drive your admin staff crazy when they\u2019re trying to scan documents.<br \/>\n <a href=\"\/\/www.g005e.com\/2025\/01\/07\/use-humor-to-get-tax-documents-in-early\/#more-137369\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p><strong><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-112786\" src=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881.jpeg\" alt=\"\" width=\"1600\" height=\"1067\" srcset=\"\/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881.jpeg 1600w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-424x283.jpeg 424w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-849x566.jpeg 849w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-768x512.jpeg 768w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-1536x1024.jpeg 1536w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-300x200.jpeg 300w, \/\/www.g005e.com\/wp-content\/uploads\/2023\/06\/taxtime_adobestock_411145881-600x400.jpeg 600w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/strong><\/p>\n<p><strong>my secret? humor, sarcasm and a bit of shame.<\/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>there are easy ways to get clients to do what we need them to do. in our office, we call the process \u201ctraining\u201d clients. one of our biggest headaches is the late delivery of tax materials. so, we train our clients to bring their tax documents in early.<\/p>\n<h4 style=\"padding-left: 40px;\"><b>more: <\/b><a href=\"\/\/www.g005e.com\/2024\/03\/04\/end-tax-season-meetings-with-clients-seriously\/\">end tax season meetings with clients \u2026 seriously<\/a> | <a href=\"\/\/www.g005e.com\/2024\/01\/03\/by-frank-stitely-get-clients-to-understand-firm-processes\/\">get clients to understand firm processes \u2026 or say goodbye<\/a> | <a href=\"\/\/www.g005e.com\/2023\/11\/07\/train-now-before-it-costs-you-down-the-road\/\">train now before it costs you down the road<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/17\/keep-clients-from-balance-due-shock\/\">keep clients from \u201cbalance due\u201d shock<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/10\/stop-clients-from-performing-favors\/\">stop clients from performing \u201cfavors\u201d<\/a> | <a href=\"\/\/www.g005e.com\/2023\/10\/03\/who-needs-fall-tax-planning-clients-and-you\/\">who needs fall tax planning? clients \u2026 and you<\/a> | <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> | <a href=\"\/\/www.g005e.com\/2023\/06\/13\/you-train-your-clients-whether-you-mean-to-or-not\/\">you train your clients, whether you mean to or not<\/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\/31\/make-fewer-mistakes-increase-revenue-and-capacity\/\">make fewer mistakes, increase revenue and capacity<\/a> | <a href=\"\/\/www.g005e.com\/2023\/01\/17\/easy-ways-to-avoid-done-but-tax-returns\/\">easy ways to avoid \u2018done but\u2019 tax returns<\/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\/2025\/01\/07\/use-humor-to-get-tax-documents-in-early\/\">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><\/h4>\n<p>&nbsp;<\/p>\n<p>we accomplish this through a series of e-blasts explaining our deadlines. the e-blasts start in december, and we call them \u201ccountdown to tax season.\u201d they cover much more than our deadlines for clients to provide business and personal income tax returns documents.<\/p>\n<p>we use the blasts to train clients in other areas \u2013 such as minimizing the use of staples when they give us their documents. we also discourage people from putting their documents in three-ring binders. as i\u2019m certain you already know, staples and binders drive your admin staff crazy when they\u2019re trying to scan documents.<br \/>\n <a href=\"\/\/www.g005e.com\/2025\/01\/07\/use-humor-to-get-tax-documents-in-early\/#more-137369\" class=\"more-link\">read more &rarr;<\/a><\/p>\n","protected":false},"author":1362,"featured_media":112786,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_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":"129943,138048,136551,138126,138284,129835","_relevanssi_noindex_reason":"","footnotes":""},"categories":[2303,3120,3002,1906,2246],"tags":[],"class_list":["post-137369","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-tax-season","category-pro-member-exclusive","category-special","category-tax-practice","category-busy-season","membership-content","access-restricted"],"acf":[],"yoast_head":"<!-- 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