CPAs should follow up with clients after tax season

05/15/2009 | Tax Adviser, The

Michael David Schulman, CPA, PFS, writes that CPAs and their clients generally ignore tax returns after tax season is over. He argues, however, that CPAs should follow up with their clients, particularly in this difficult economic climate. "A tax return is an excellent point at which to begin the personal financial planning process," Schulman writes. "While clients might feel threatened if asked to complete a lengthy financial planning questionnaire, starting with an already prepared document is easier on the client and is a natural transition to financial planning." He explains how to use Form 1040 to kick-start the process.

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