- This topic has 3 replies, 3 voices, and was last updated 6 years, 1 month ago by
.
-
Posts
-
Do you offer any additional add-on services to existing clients? Especially at Year-end/tax season? I’m interested in doing this.
JulianneI put together the tax package for all my clients as a regular part of my services. Most have a long-time tax preparer but I find preparers for those who don’t because I no longer prepare tax returns. I also do year-end accountings for a couple of clients who have trusts and need to formally report to beneficiaries. Actually, I don’t consider these add-on services but rather part of what I do for clients.
Like Barbara, I don’t consider tax season/year end services ‘extra’: that is integral to my services. Throughout the year I periodically download to a spreadsheet each client’s income and expenses, categorizing as we go (Charitable, Medical, etc.). I provide the applicable portions of these spreadsheets to each client’s tax preparer along with the Tax Organizer (which I usually complete, as well).
I also include this for my regular clients. I guess I was asking if there was anything different or extra you provided at the end of the year or any other time of year as additional services. I appreciate your feedback.
Julianne
- You must be logged in to reply to this topic.