Helping clients to avoid costly errors

September 17, 2020

Now that it's the start of the fourth quarter, there's no better time than now to check in with your clients and work with them to ensure there are no errors in their tax documentation.

Clients often deliver their tax documentation early in the New Year, expecting you to get it organized and minimize their taxes. If you uncover client mistakes or omissions, it’s often too late to take remedial action.

Getting in front of potential problems at the start of the fourth quarter shows clients you are thinking ahead and putting their interests first. These tips can help make your busy season smoother and add value to your client relationships.

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