Monday, February 29, 2016

How to Charm Your Accountant During Tax Season

It’s the beginning of tax season, which means the inside of your accountant’s brain looks a little like this:

Got this one here.

Getting the documents you need can be a lengthy, tedious process. Last-minute requests and incomplete paperwork make life way harder for you and your accountant. This year, become their favorite client—impress them with your preparedness and foresight!

1. Wow them with your organization.

Got this one here.

2. Take their advice!

Got this one here.

3. Provide digitized copies of everything.

Got this one here.

4. Backup your most important documents!

Got this one here.

5. Don’t be shady—stay honest about your finances.

Got this one here.

6. Communicate promptly.

Got this one here.

7. Roll in ahead of schedule.

Got this one here.


Be the client who turns tax season from this:

Into this:

Got these here and here.

Good luck!

The post How to Charm Your Accountant During Tax Season appeared first on Fundera Ledger.

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