<\/a><\/i>plus 4 more ideas.<\/strong><\/p>\n
by ed mendlowitz<\/i>
\ntax season opportunity guide<\/i><\/a><\/p>\n
more: <\/b>5 steps for tax season success<\/a> | help tax clients help you<\/a> | 3 steps to tax season happiness<\/a> | 12 ways to have more fun this tax season<\/a> | bill with the tax return, get paid faster<\/a>
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n\n
- reply when you receive information by email to let the client know it was received.<\/li>\n
- call or send an email when you receive information by postal mail.<\/li>\n
- call with a question, and call as soon as the questions arise. save up the questions so you don\u2019t make numerous calls, but as soon as you\u2019ve worked on everything the client provided, call with questions and to resolve open items.<\/li>\n
- call with a suggestion (even if it is for next year) such as signing up for their employer\u2019s cafeteria plan or increasing 401k to get maximum matching or consider a one-person 401k (for current year). this call can be made after tax season. if it is not necessary for the preparation of the return, put it on a followup list and then do it.<\/li>\n
- call with an unexpected result. always do this. if you do not take the time, you will still have to handle the call, except it will be when the clients call and some may even be upset.<\/li>\n<\/ol>\n
here are a few of the situations when you should pick up the phone:<\/p>\n
\n
- client will be paying more than expected.<\/li>\n
- client will be receiving a refund less than expected.<\/li>\n
- there is a first-time requirement for estimated tax for current year.<\/li>\n
- client needs to adjust their w-4 withholdings for current year.<\/li>\n
- there will be a delay in completing their returns if something unexpected came up.<\/li>\n
- if you are doing a return for a child at the request of a client, and did not receive all the information, let the client know if there will be a delay or extension and why.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
plus 4 more ideas.<\/strong>
\nby ed mendlowitz<\/i>
\ntax season opportunity guide<\/i><\/a><\/p>\n","protected":false},"author":1341,"featured_media":70489,"comment_status":"open","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":"","_relevanssi_noindex_reason":"","footnotes":""},"categories":[1363,3120,3002,2246],"tags":[],"class_list":["post-70485","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-featured","category-pro-member-exclusive","category-special","category-busy-season"],"acf":[],"yoast_head":"\none can't-skip touch for tax season - 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\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"one can't-skip touch for tax season - 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\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\" \/>\n<meta property=\"og:site_name\" content=\"卡塔尔世界杯常规比赛时间\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/cpatrendlines\" \/>\n<meta property=\"article:published_time\" content=\"2020-01-13t17:00:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2020-01-17t13:16:32+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png\" \/>\n\t<meta property=\"og:image:width\" content=\"849\" \/>\n\t<meta property=\"og:image:height\" content=\"951\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"edward mendlowitz\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:site\" content=\"@cpa_trendlines\" \/>\n<meta name=\"twitter:label1\" content=\"written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"edward mendlowitz\" \/>\n\t<meta name=\"twitter:label2\" content=\"est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"article\",\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#article\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\"},\"author\":{\"name\":\"edward mendlowitz\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\"},\"headline\":\"one can’t-skip touch for tax season\",\"datepublished\":\"2020-01-13t17:00:17+00:00\",\"datemodified\":\"2020-01-17t13:16:32+00:00\",\"mainentityofpage\":{\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\"},\"wordcount\":459,\"commentcount\":0,\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png\",\"articlesection\":[\"featured\",\"pro member exclusive\",\"special\",\"tax season\"],\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"commentaction\",\"name\":\"comment\",\"target\":[\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#respond\"]}]},{\"@type\":\"webpage\",\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\",\"url\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\",\"name\":\"one can't-skip touch for tax season - 卡塔尔世界杯常规比赛时间\",\"ispartof\":{\"@id\":\"\/\/www.g005e.com\/#website\"},\"primaryimageofpage\":{\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage\"},\"thumbnailurl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png\",\"datepublished\":\"2020-01-13t17:00:17+00:00\",\"datemodified\":\"2020-01-17t13:16:32+00:00\",\"description\":\"actionable intelligence for tax, accounting, and financial professionals\",\"breadcrumb\":{\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#breadcrumb\"},\"inlanguage\":\"en-us\",\"potentialaction\":[{\"@type\":\"readaction\",\"target\":[\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/\"]}]},{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png\",\"width\":849,\"height\":951},{\"@type\":\"breadcrumblist\",\"@id\":\"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#breadcrumb\",\"itemlistelement\":[{\"@type\":\"listitem\",\"position\":1,\"name\":\"home\",\"item\":\"\/\/www.g005e.com\/\"},{\"@type\":\"listitem\",\"position\":2,\"name\":\"tax season\",\"item\":\"\/\/www.g005e.com\/category\/tax\/busy-season\/\"},{\"@type\":\"listitem\",\"position\":3,\"name\":\"one can’t-skip touch for tax season\"}]},{\"@type\":\"website\",\"@id\":\"\/\/www.g005e.com\/#website\",\"url\":\"\/\/www.g005e.com\/\",\"name\":\"卡塔尔世界杯常规比赛时间\",\"description\":\"actionable intelligence for the tax, accounting and finance community\",\"publisher\":{\"@id\":\"\/\/www.g005e.com\/#organization\"},\"potentialaction\":[{\"@type\":\"searchaction\",\"target\":{\"@type\":\"entrypoint\",\"urltemplate\":\"\/\/www.g005e.com\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"propertyvaluespecification\",\"valuerequired\":true,\"valuename\":\"search_term_string\"}}],\"inlanguage\":\"en-us\"},{\"@type\":\"organization\",\"@id\":\"\/\/www.g005e.com\/#organization\",\"name\":\"卡塔尔世界杯常规比赛时间 research\",\"alternatename\":\"cpatrendlines\",\"url\":\"\/\/www.g005e.com\/\",\"logo\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg\",\"width\":1600,\"height\":350,\"caption\":\"卡塔尔世界杯常规比赛时间 research\"},\"image\":{\"@id\":\"\/\/www.g005e.com\/#\/schema\/logo\/image\/\"},\"sameas\":[\"https:\/\/www.facebook.com\/cpatrendlines\",\"https:\/\/x.com\/cpa_trendlines\",\"https:\/\/www.linkedin.com\/groups\/115382\/\",\"https:\/\/www.youtube.com\/cpatrendlines\"]},{\"@type\":\"person\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8\",\"name\":\"edward mendlowitz\",\"image\":{\"@type\":\"imageobject\",\"inlanguage\":\"en-us\",\"@id\":\"\/\/www.g005e.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"contenturl\":\"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png\",\"caption\":\"edward mendlowitz\"},\"description\":\"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \\\"practice doctor.\\\"\",\"url\":\"\/\/www.g005e.com\/author\/edward-mendlowitz\/\"}]}<\/script>\n<!-- \/ yoast seo plugin. -->","yoast_head_json":{"title":"one can't-skip touch for tax season - 卡塔尔世界杯常规比赛时间","description":"actionable intelligence for tax, accounting, and financial professionals","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/","og_locale":"en_us","og_type":"article","og_title":"one can't-skip touch for tax season - 卡塔尔世界杯常规比赛时间","og_description":"actionable intelligence for tax, accounting, and financial professionals","og_url":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/","og_site_name":"卡塔尔世界杯常规比赛时间","article_publisher":"https:\/\/www.facebook.com\/cpatrendlines","article_published_time":"2020-01-13t17:00:17+00:00","article_modified_time":"2020-01-17t13:16:32+00:00","og_image":[{"width":849,"height":951,"url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png","type":"image\/png"}],"author":"edward mendlowitz","twitter_card":"summary_large_image","twitter_creator":"@cpa_trendlines","twitter_site":"@cpa_trendlines","twitter_misc":{"written by":"edward mendlowitz","est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"article","@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#article","ispartof":{"@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/"},"author":{"name":"edward mendlowitz","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8"},"headline":"one can’t-skip touch for tax season","datepublished":"2020-01-13t17:00:17+00:00","datemodified":"2020-01-17t13:16:32+00:00","mainentityofpage":{"@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/"},"wordcount":459,"commentcount":0,"publisher":{"@id":"\/\/www.g005e.com\/#organization"},"image":{"@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png","articlesection":["featured","pro member exclusive","special","tax season"],"inlanguage":"en-us","potentialaction":[{"@type":"commentaction","name":"comment","target":["\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#respond"]}]},{"@type":"webpage","@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/","url":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/","name":"one can't-skip touch for tax season - 卡塔尔世界杯常规比赛时间","ispartof":{"@id":"\/\/www.g005e.com\/#website"},"primaryimageofpage":{"@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage"},"image":{"@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage"},"thumbnailurl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png","datepublished":"2020-01-13t17:00:17+00:00","datemodified":"2020-01-17t13:16:32+00:00","description":"actionable intelligence for tax, accounting, and financial professionals","breadcrumb":{"@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#breadcrumb"},"inlanguage":"en-us","potentialaction":[{"@type":"readaction","target":["\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/"]}]},{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#primaryimage","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned.png","width":849,"height":951},{"@type":"breadcrumblist","@id":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/#breadcrumb","itemlistelement":[{"@type":"listitem","position":1,"name":"home","item":"\/\/www.g005e.com\/"},{"@type":"listitem","position":2,"name":"tax season","item":"\/\/www.g005e.com\/category\/tax\/busy-season\/"},{"@type":"listitem","position":3,"name":"one can’t-skip touch for tax season"}]},{"@type":"website","@id":"\/\/www.g005e.com\/#website","url":"\/\/www.g005e.com\/","name":"卡塔尔世界杯常规比赛时间","description":"actionable intelligence for the tax, accounting and finance community","publisher":{"@id":"\/\/www.g005e.com\/#organization"},"potentialaction":[{"@type":"searchaction","target":{"@type":"entrypoint","urltemplate":"\/\/www.g005e.com\/?s={search_term_string}"},"query-input":{"@type":"propertyvaluespecification","valuerequired":true,"valuename":"search_term_string"}}],"inlanguage":"en-us"},{"@type":"organization","@id":"\/\/www.g005e.com\/#organization","name":"卡塔尔世界杯常规比赛时间 research","alternatename":"cpatrendlines","url":"\/\/www.g005e.com\/","logo":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2018\/08\/cpat-header-logo-with-blurb-7118_cpat_masthead-copy.jpg","width":1600,"height":350,"caption":"卡塔尔世界杯常规比赛时间 research"},"image":{"@id":"\/\/www.g005e.com\/#\/schema\/logo\/image\/"},"sameas":["https:\/\/www.facebook.com\/cpatrendlines","https:\/\/x.com\/cpa_trendlines","https:\/\/www.linkedin.com\/groups\/115382\/","https:\/\/www.youtube.com\/cpatrendlines"]},{"@type":"person","@id":"\/\/www.g005e.com\/#\/schema\/person\/6f22f2986bbbc616b6972625bc1803d8","name":"edward mendlowitz","image":{"@type":"imageobject","inlanguage":"en-us","@id":"\/\/www.g005e.com\/#\/schema\/person\/image\/","url":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","contenturl":"https:\/\/cpatwpe.s3.amazonaws.com\/cpatrendlines\/wp-content\/uploads\/2020\/01\/ed-mendlowitz-2020-retoned-96x96.png","caption":"edward mendlowitz"},"description":"edward mendlowitz, cpa, abv, pfs, is a partner at withum, a forward-thinking, technology-driven advisory and accounting firm. ed has over 40 years of public accounting experience, is recognized as one of the top 100 most influential people in accounting by accounting today, and is the 卡塔尔世界杯常规比赛时间 \"practice doctor.\"","url":"\/\/www.g005e.com\/author\/edward-mendlowitz\/"}]}},"_links":{"self":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/70485","targethints":{"allow":["get"]}}],"collection":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/users\/1341"}],"replies":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/comments?post=70485"}],"version-history":[{"count":1,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/70485\/revisions"}],"predecessor-version":[{"id":70488,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/posts\/70485\/revisions\/70488"}],"wp:featuredmedia":[{"embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media\/70489"}],"wp:attachment":[{"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/media?parent=70485"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/categories?post=70485"},{"taxonomy":"post_tag","embeddable":true,"href":"\/\/www.g005e.com\/wp-json\/wp\/v2\/tags?post=70485"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}