{"id":90880,"date":"2021-11-15t12:20:01","date_gmt":"2021-11-15t17:20:01","guid":{"rendered":"\/\/www.g005e.com\/?p=90880"},"modified":"2023-05-04t10:24:40","modified_gmt":"2023-05-04t14:24:40","slug":"11-steps-to-better-client-tax-instructions","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/11\/15\/11-steps-to-better-client-tax-instructions\/","title":{"rendered":"11 steps to better client tax instructions"},"content":{"rendered":"<p><strong>help them help you.<\/strong><\/p>\n<p><i>by ed mendlowitz<\/i><br \/>\n<a class=\"external\" href=\"http:\/\/baystreetgroup.com\/store\/tsog\/\" target=\"_blank\" rel=\"noopener\"><i>tax season opportunity guide<\/i><\/a><\/p>\n<p>providing instructions of what a client needs to do must be clear enough so that the client doesn\u2019t call you to find out what to do.<\/p>\n<blockquote><p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/11\/08\/get-your-team-ready-for-tax-season\/\">get your team ready for tax season<\/a> | <a href=\"\/\/www.g005e.com\/2021\/11\/02\/12-ways-to-squeeze-fun-into-tax-season\/\">12 ways to squeeze fun into tax season<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/25\/6-ways-to-get-paid-faster-this-tax-season\/\">6 ways to get paid faster in tax season<\/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\/2021\/11\/15\/11-steps-to-better-client-tax-instructions\/\">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><\/p><\/blockquote>\n<p>sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/11\/15\/11-steps-to-better-client-tax-instructions\/#more-90880\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'><ul class=\"socialwrap row\"><li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  href='http:\/\/www.facebook.com\/sharer.php?u=https%3a%2f%2fwww.g005e.com%2f2021%2f11%2f15%2f11-steps-to-better-client-tax-instructions%2f&amp;t=11+steps+to+better+client+tax+instructions'  ><img  src='\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/images\/blank.gif'  height='24' width='24'  class='image-24' alt='facebook'  style='background: transparent url(\/\/www.g005e.com\/wp-content\/plugins\/share-and-follow\/default\/24\/sprite-feb-24.png) 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href=\"http:\/\/baystreetgroup.com\/store\/tsog\/\" target=\"_blank\" rel=\"noopener\"><i>tax season opportunity guide<\/i><\/a><\/p>\n<p>providing instructions of what a client needs to do must be clear enough so that the client doesn\u2019t call you to find out what to do.<\/p>\n<blockquote>\n<p><b>more: <\/b><a href=\"\/\/www.g005e.com\/2021\/11\/08\/get-your-team-ready-for-tax-season\/\">get your team ready for tax season<\/a> | <a href=\"\/\/www.g005e.com\/2021\/11\/02\/12-ways-to-squeeze-fun-into-tax-season\/\">12 ways to squeeze fun into tax season<\/a> | <a href=\"\/\/www.g005e.com\/2021\/10\/25\/6-ways-to-get-paid-faster-this-tax-season\/\">6 ways to get paid faster in tax season<\/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\/2021\/11\/15\/11-steps-to-better-client-tax-instructions\/\">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><\/p>\n<\/blockquote>\n<p>sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.<br \/>\n <a href=\"\/\/www.g005e.com\/2021\/11\/15\/11-steps-to-better-client-tax-instructions\/#more-90880\" class=\"more-link\">read more &rarr;<\/a><\/p>\n<div class='shareinpost'>\n<ul class=\"socialwrap row\">\n<li class=\"icon_text\"><a  rel='nofollow'  target='_blank'  title='https:\/\/www.facebook.com'  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