{"id":70485,"date":"2020-01-13t12:00:17","date_gmt":"2020-01-13t17:00:17","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=70485"},"modified":"2020-01-17t08:16:32","modified_gmt":"2020-01-17t13:16:32","slug":"one-cant-skip-touch-for-tax-season","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/01\/13\/one-cant-skip-touch-for-tax-season\/","title":{"rendered":"one can’t-skip touch for tax season"},"content":{"rendered":"

\"businessman<\/a><\/i>plus 4 more ideas.<\/strong><\/p>\n

by ed mendlowitz<\/i>
\ntax season opportunity guide<\/i><\/a><\/p>\n

occasionally accountants lose touch with their clients, especially during tax season. part of this is because of the crush of work, which is compressed into a pretty short period.<\/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>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

we sometimes lose sight that we are working on something the clients consider one of the most important things in their lives at that moment.
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\nclients are not numbers on a list that needs to be reduced \u2013 they are all individuals and consider themselves very important people and want professionals who treat them accordingly. it is attitudinal and accountants must adopt that mindset and transmit that through to their culture.<\/p>\n

following are a few things you can do, and should do. not only does doing these things communicate your culture, but they are all good business.<\/p>\n

    \n
  1. reply when you receive information by email to let the client know it was received.<\/li>\n
  2. call or send an email when you receive information by postal mail.<\/li>\n
  3. 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
  4. 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
  5. 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