Hidden Opportunities

Simple questions during tax prep can unlock a client's needs


Many firms work as many hours as possible to reach the finish line of tax season in April. This may be gratifying for May and June collections, but in the process you often miss an opportunity to help your clients at a higher level, with work that they want, need and will gladly pay for.

Get access to this article and thousands more...

All Accounting Today articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, podcasts, blog discussions, and conference discounts. Registered members may also choose to receive our exclusive Tax Pro Today e-newsletters covering the latest breaking news, opinions from industry leaders and developing trends.

Register now for FREE site access and more