Bloomberg Tax: Your Tax Pro’s Just Not That Into You: Why You May Get Dropped (August 19, 2021)

Bloomberg Tax outlines the reasons why tax professionals leave clients, as well as ways to avoid those pitfalls as a client. The article begins as follows:

“Next year will be different.” 

It’s a mantra that I’ve heard over and over since the end of a long and stressful tax season—with apologies to those still working on extensions. After months of long hours, ever-changing rules and regulations, and shifting deadlines, many tax professionals are rethinking how they do business—and that includes a second look at who their customers might be.

Tax services can feel relatively simple when you’re just handing over a stack of papers or uploading files to a portal. But how you regard the process can be critical to understanding whether your tax professional is a good fit.

Do you view your taxes each year as one in a series of transactions? Or are you looking for an ongoing professional relationship?

To see the full article, click: “Your Tax Pro’s Just Not That Into You: Why You May Get Dropped”

Posted by Marin Larkin, Associate Editor, Wealth Strategies Journal.

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