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What makes a good client?

January 26, 2009

Paying professional services invoices promptly is only one part of it (but certainly an important part!). Kay Bell has rounded up commentary from tax pros on other aspects of being a good tax client. For example:

Neither are tax pros magicians. They can't just conjure up your tax data. You have to get it to them, ideally in an as complete and organized manner as possible.

Flach again: "I wish clients would provide me with specific numbers for deductions they are claiming instead of telling me 'claim the maximum' or 'whatever I am allowed' or 'same as last year.' It is very rare that an expense or number of miles driven for an activity is exactly the same as it was the previous year. I need clients to tell me '$1,023.50' or '$20 per week for 50 weeks' or '4,638 miles.'"

The whole post is worth reading. Being a good client helps the preparer, but it helps you more by keeping your costs down and avoiding mistakes.

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