Using Tax Season to Identify Your Clients’ Other Centers of Influence

As I explained in this month’s article, Tax Season presents a prime opportunity to identify all of the other advisors used by your clients and then build relationships with them throughout the year. There are two main benefits of doing this.   First, you create a network or advisory relationships in order to provide the best service – and, hence, the greatest value – to your client. A...

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How to Decide Which Clients You Will Meet With (face to face) During this Tax Season

I’ve already made it fairly clear that I think it is a mistake for a CPA firm to make the decision to reduce the number of clients they see face to face during tax season. At the same time, I am realistic enough to know that meeting with all clients face-to-face will severely limit the number of returns you can prepare and the amount of time available for actually doing the work. Therefore, the...

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Lay the Groundwork During Tax Season to Connect with Clients’ Other Advisors

By David Wolfskehl You can lay the groundwork during tax season to connect with clients’ other advisors. This is another important way that you can make tax season a time of opportunities. Although I understand the logic of focusing your time and attention on churning out the tax returns during the “busy season,” I believe you can derive a number of important advantages from brief...

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The Business Development Team Gathering at the Outset of Tax Season

Most CPA firms take steps to ensure that all members of the firm are fully versed in tax law changes and new requirements for preparers. Most firms also take steps to ensure that internal procedures, expectations, and requirements are understood by all. Many firms do this in a meeting of all members of the firm. Some firms do this by having partners meet with subordinates. Other firms distribute...

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