ClaireZ, EA, CFP
I like my clients in my office, face to face. WE, notice the WE. We do the return, they answer the questions, we make whatever phone calls are necessary to the stock broker, the mortage lender, the bank, and get the questions answered right then. I will say that 90% of the local financial institutes would have given me the information that I ask for, w/o the client there, because it seems they know me, and know that I don't go out fishing for clients information unless I am preparing a tax return.
The clients sign the form, write me a check, and I transmit it then and there. ON the rims and out the door. Do I always give them their backup documents right then and there? No, I want a copy for my files, and they know they are responsible for calling and coming in after tax season to get the originals of the documents back. No, I don't mail the stuff unless it is absolutely necessary...."here's your stuff, see you next year..."
I like my clients in my office, face to face. WE, notice the WE. We do the return, they answer the questions, we make whatever phone calls are necessary to the stock broker, the mortage lender, the bank, and get the questions answered right then. I will say that 90% of the local financial institutes would have given me the information that I ask for, w/o the client there, because it seems they know me, and know that I don't go out fishing for clients information unless I am preparing a tax return.
The clients sign the form, write me a check, and I transmit it then and there. ON the rims and out the door. Do I always give them their backup documents right then and there? No, I want a copy for my files, and they know they are responsible for calling and coming in after tax season to get the originals of the documents back. No, I don't mail the stuff unless it is absolutely necessary...."here's your stuff, see you next year..."
Comment