How to Prepare for Your Best Tax Season Yet
Tax season is often filled with headaches, a ton of work, and many tired accountants trying to keep it all together. In our recent article, we discuss tips that we recommend for a stress-free tax season that keeps clients and accountants happy.
A few of the tips that we discuss are:
Review Clients and Pricing
When was the last time you reviewed all of your clients and the pricing of your service? These are two crucial steps to take today in order to make tax season much better for you and your team. Unfortunately, some clients are:
- Too demanding or take up too much of your time
- Paying prices that are too low
Once you narrow down your clients and review your pricing, you can then move on to engagement letters.
Send Out Your Engagement Letters
Engagement letters help you get “everything in writing.” You want to send these letters out to clients as soon as possible, and be sure that you outline:
- Services you plan to render
- Prices (including any increases)
These letters are crucial to ensuring that all parties agree to the services and prices of them.
Create and Outline Protocols
What’s expected of your team and what’s expected of your clients? Creating protocols will help you leave nothing to doubt so that all parties know:
- Where to send files
- Deadlines for documents
- Communication expectations
- So much more
Creating protocols will help keep client expectations in line while also ensuring that your team knows what is expected of them.
Read the full article, where we discuss each of these tips (and a few more) in greater detail.
To learn more how FFP can help you with a stress-free tax season or to schedule a call, contact us here.
