{"id":72870,"date":"2020-04-06t12:00:24","date_gmt":"2020-04-06t16:00:24","guid":{"rendered":"https:\/\/48e130086c.nxcli.net\/?p=72870"},"modified":"2021-04-19t22:50:32","modified_gmt":"2021-04-20t02:50:32","slug":"more-services-for-your-tax-clients","status":"publish","type":"post","link":"\/\/www.g005e.com\/2020\/04\/06\/more-services-for-your-tax-clients\/","title":{"rendered":"more services for your tax clients"},"content":{"rendered":"

\"woman<\/a>40 options, plus a checklist for making matches.<\/strong><\/p>\n

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

the following listing can give you ideas of additional services clients might need.<\/p>\n

more: <\/b>keep these tax clients while you have the chance<\/a> | what\u2019s not to like about tax season?<\/a> | do your clients feel important?<\/a> | 4 reasons to push ahead with tax question research<\/a> | help tax clients help you<\/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

this list is not complete, but it is a good start for you to start thinking about what types of additional services you can offer to your clients!
\n<\/p>\n

    \n
  1. estate planning<\/li>\n
  2. inheritance advice and guidance<\/li>\n
  3. succession planning<\/li>\n
  4. personal financial planning<\/li>\n
  5. investment allocation construction<\/li>\n
  6. investment management<\/li>\n
  7. investment clubs<\/li>\n
  8. elder care assurance services<\/li>\n
  9. business performance measurement services<\/li>\n
  10. quickbooks\u00ae training and consulting<\/li>\n
  11. outsourced business and back office services<\/li>\n
  12. outsourced cfo services<\/li>\n
  13. outsourced corporate tax preparation \u2013 income taxes, executive tax preparation, sales taxes, state registrations<\/li>\n
  14. second opinions<\/li>\n
  15. business valuations<\/li>\n
  16. retirement planning and counseling<\/li>\n
  17. pension planning<\/li>\n
  18. ira distribution analysis<\/li>\n
  19. irs tax audit protection service<\/li>\n
  20. conflict resolution<\/li>\n
  21. single couples living together planning<\/li>\n
  22. second marriage assistance<\/li>\n
  23. prenuptial agreement analysis<\/li>\n
  24. divorce settlement planning<\/li>\n
  25. conflict resolution<\/li>\n
  26. buying and selling a business assistance<\/li>\n
  27. starting a business<\/li>\n
  28. buying a franchise<\/li>\n
  29. entering a partnership<\/li>\n
  30. getting stock in a corporation<\/li>\n
  31. receiving stock options<\/li>\n
  32. projecting financial aspects of proposed actions<\/li>\n
  33. basis calculations for pass-through activities<\/li>\n
  34. employment contract negotiations<\/li>\n
  35. executive compensation review<\/li>\n
  36. downsize settlement structuring<\/li>\n
  37. corporate management and financial planning training<\/li>\n
  38. industry-specific tax and business advisory services<\/li>\n
  39. structuring partnership and buy-sell agreements<\/li>\n
  40. recession consulting<\/li>\n<\/ol>\n

     <\/p>\n

    checklist for considering additional client services<\/strong><\/p>\n

    client ________________________ date _____<\/strong><\/p>\n

    prepared by _____________________________<\/strong><\/p>\n

    the following items that the client might need were identified at our meeting.<\/p>\n

      \n
    1. ___ review adequacy of life insurance based on our discussion of family\u2019s financial needs.<\/li>\n
    2. ___ client indicated they do not have a will. we can consult on what should be in the will.<\/li>\n
    3. ___ if client has a concern about their estate plan, we can advise them based on their desires.<\/li>\n
    4. ___ client said they do not have a buy-sell agreement with their business partners. we can consult on the terms that should be in the agreement and ways to value the business.<\/li>\n
    5. ___ client expressed goals of when they want to retire. we can help them develop a financial plan leading them toward achieving these goals.<\/li>\n
    6. ___ client indicated a concern about cash flow in retirement. we can review their present assets and accumulation plans to illustrate if they can achieve the targeted cash flow.<\/li>\n
    7. ___ client needs a separate tax planning consultation.<\/li>\n
    8. ___ client is subject to alternative minimum tax. client should schedule a pre-year-end meeting.<\/li>\n
    9. ___ client should have a pre-year-end tax planning meeting and projection.<\/li>\n<\/ol>\n
        \n
      1. ___ client indicated that they might have a big change in their income this year. client should call us when it appears it will occur \u2013 before <\/em>the event takes place.<\/li>\n
      2. ___ client\u2019s estimated tax payments do not protect them from penalty. client needs to inform us before each payment is due so we could calculate protective estimated payments. note: due dates are june 15, september 15 and january 15 of current year.<\/li>\n
      3. ___ client is going through a marital separation. client should schedule an appointment to discuss the financial and tax aspects of the separation, and possible divorce, and valuation of businesses, if any.<\/li>\n
      4. ___ client should consider a retirement plan for their business and should call for a consultation.<\/li>\n
      5. ___ client has a household employee and needs further information.<\/li>\n
      6. ___ client makes large charitable contributions and needs a consultation on tax-advantaged ways to make them.<\/li>\n
      7. ___ other<\/li>\n<\/ol>\n
          \n
        1. __________________________________<\/li>\n
        2. __________________________________<\/li>\n
        3. __________________________________<\/li>\n<\/ol>\n

          we assume no responsibility to perform these services. consultations are available for additional fees. please call our office to schedule a meeting.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"

          40 options, plus a checklist for making matches.<\/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":[1905,3120,3002],"tags":[],"class_list":["post-72870","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-clients-and-service","category-pro-member-exclusive","category-special"],"acf":[],"yoast_head":"\nmore services for your tax clients - 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\/04\/06\/more-services-for-your-tax-clients\/\" \/>\n<meta property=\"og:locale\" content=\"en_us\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"more services for your tax clients - 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