As the holiday season winds down and the calendar turns, we await the next season – TAX SEASON!
In order to prepare for tax season, there is a something very easy you can do for your clients.
Whether you are a financial advisor, tax preparer, CPA or attorney, we all have to help our clients prepare for the work associated with this not so festive time of year.
The immediate task ahead will be gathering and harvesting the end of the year data – information that is so important for the preparation of the tax return.
Most clients find the task daunting so how about something to make it a little easier?
Enter the Record Saver Envelope. Here is a link for the one we use: http://tinyurl.com/y8ed2wc
We mail this envelope to each of our clients every year, usually the last week of the year, along with a simple cover letter and our address stamped on the Saver.
They use it each year, lug it around to the other advisors and eventually it ends up on the desk of whoever prepares their return.
Guide – Help your clients with an easy to use tool to gather their tax records for the year.
Action item – This is just another example of a simple value add you can provide. Send out the Record Saver Envelope with your info attached!
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