Organized clients make for happy accountants. That’s especially true when it comes to self-employed clients who may need a little more guidance. By offering them some helpful advice in advance, tax season can be less hectic for both you and them.
Matt Baker, vice president of strategic planning at FreshBooks, recommends CPAs encourage their clients to adopt good record-keeping habits and designate an organized space for tax preparation.
By taking steps to be more proactive, clients can head into tax season with less stress — and so can you.