Congratulations on completing yet another Tax Season! After some well-deserved time off (hopefully), now is the time to re-engage your clients for 2014 tax planning. You can help your clients qualify for tax credits by reviewing:
- Notes — From quick client discussions & emails during rush to complete 2013 tax returns. There were probably many last minute “oh by the way, I forgot to tell you…” client discussions.
- Client files — Before you close out files, review year-to-year changes (such as, employee cost increases, capital asset changes, and consulting costs).
- Customer Relationship Management system — Scan for updated client information that others in your firm may have entered to the firm’s CRM.
You may find a lot of activities that happened in 2013 or planned for 2014 that qualify for tax credits. Your clients will appreciate your proactive followup!