I wish I knew these 2 things before I started helping clients with their taxes…
Action Steps:
Always ask clients for their prior-year tax return before you start.
Compare last year’s deductions/credits with this year’s to catch missed opportunities.
Build a simple client intake form so you don’t forget key questions.
Template to Copy:
Client Intake Questions:
- Prior-year AGI?
- Any new dependents?
- New business, rental, or investments?
- Major life changes (marriage, divorce, move)?
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I wish I knew these 2 things before I started helping clients with their taxes…
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