"They just hand me the document and expect me to understand what's going on."

"They just hand me the document and expect me to understand what's going on."

That's a real quote from one of my clients about her old preparer. I hear it all the time, in different versions: nobody will explain what's on the return.

Two other complaints come up almost as often. The preparer goes silent during tax season. And the preparer feels stuffy, stiff, the kind of person a client feels she has to perform for just to ask a question.

Every one of those is a gap you can fill, but only if you're not buried under 1040 volume during tax season. Communication takes time. Time means fewer clients, which means higher fees per file. Business returns are how you get there.

Tag a preparer you'd actually send your own family to.

Видео "They just hand me the document and expect me to understand what's going on." канала The Taxpert Academy