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Hello All! Whos ready for another crazy season?!?!😁
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I send a letter out to my clients in early January announcing another tax season is here, making a bullet point list of some common tax items for them to look for, and then inviting them to email or to call me to set up their tax appointment. Sent over 1,000 letters out and i have been getting a lot of phone calls where they found me online or got my name and number from a friend.
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already have a lot of clients scheduled.. ready to go.
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Really? Man you lucky! 👍
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I send a letter out to my clients in early January announcing another tax season is here, making a bullet point list of some common tax items for them to look for, and then inviting them to email or to call me to set up their tax appointment. Sent over 1,000 letters out and i have been getting a lot of phone calls where they found me online or got my name and number from a friend.
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I'm NOT ready but had first appt for individual return preparation this morning anyhow. Knew we couldn't finish but client wants/needs return done as soon as possible. I like to get the PITAs in and out.
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Thats a brilliant Idea!. Your good. Ima do that next time, Thanks for that.
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not too late to do that now.
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My annual letter to clients always lists a cut-off date. Typically the last Sunday in March. I'll accept additional / final info after that but will not start any new ones (yeah, that happens...) after that date. It's amazing, I now have 500 appointments for March 26th and none before. Like doing homework at the last minute........