Magazine article The CPA Journal

The Seven Areas of Good Tax Practice

Magazine article The CPA Journal

The Seven Areas of Good Tax Practice

Article excerpt

As a result of a market research study of 187 clients of three local accounting firms, we identified seven important factors affecting client satisfaction with tax preparers.

1. Be careful not to give clients unrealistic expectations on the magnitude of tax savings. Point out places where potential savings may be, but state it carefully and with reservation. Use your professional knowledge to your advantage, not to your disadvantage.

2. Pay genuine attention to your client. Your client is the most important person in your business. He or she is not an interruption of your work but rather the purpose of it. Clients can easily tell whether you are genuinely interested in them.

3. Verify your work before sending it out. Any mistake you make will be costly to remedy. The cost of fixing a mistake far outweighs the additional cost of doing it right the first time.

4. Streamline your information gathering process. …

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