Busy Tax Season – Are You Asking the Right Questions?

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It’s tax season, so let me tell you a secret…

No one has time!

It’s always…

  • “Not now I’m too busy”
  • “Maybe after tax season”
  • “Let’s talk when I can come up to breathe”

This happens every year, and even though you were buried…

Never stop looking for new opportunities!

When you are helping your clients with their taxes find other ways to help their business grow.

Does the business owner have goals?

How is he going to get there?

You as an accountant are in the catbird seed.

You see where your clients are today.

Why not ask where they want to go and help them get there.

Don’t let a great opportunity that you have right now pass you by.

Spend just a little more time to get to know you clients.

Know their why!

Understand why they are asking questions, identify whether the questions are based on taxes or some other goal that they have.

Take a little time to do some holistic planning and work with RMC to dig down and do the heavy lifting so that you can separate yourself from other advisors.

Let’s face it, no one will ever have all the time that they want, but it’s important to use your time to your advantage.

Start asking questions and working with the right team with RMC.