The year is coming to a close, which means you are done with tax projections and are ready to implement what you learned from our last two webcasts. Traditionally, most CPAs use only their 1040 database to generate tax organizers. What if you used that valuable data to enhance your client offerings? If you knew a new credit was available for homeowners, why not generate a marketing letter for clients who own homes, i.e., who had Form 1098 interest shown on their prior year's tax return? Or, if there were a new education credit, why not email your clients with dependents under a certain age? Not only will your clients appreciate your keeping them up to date, but also this may provide an opportunity for you to sell additional services to willing buyers.
Learn how to use your Form 1040 client database effectively to extract information that can enhance or add client services.
Who should attend this event?
Field of Study: Taxes
Prerequisites: Basic knowledge of tax compliance, tax ethics, and tax practice management
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