Seize This Year-End Opportunity

November 1, 2016    By Ken Berry

Seize This Year-End Opportunity

If you’re like many tax and accounting practitioners, your “busy season” typically kicks in from February 1 through April 15, around the time when tax returns are filed. Nevertheless, you may be able to create additional revenue by being more proactive throughout the rest of the year.

Case in point: The end of the year is the ideal time to meet with both individual and small-business clients. During these conversations, you can pinpoint various opportunities to reduce their tax liability for 2016. This should include a comprehensive review of their current tax situations. At the same time, you can help position clients for the coming new year and lay the groundwork for filing their returns.

But how can you convince clients to take precious time away from their day-to-day affairs for a face-to-face meeting? Don’t simply wait around for them to schedule an appointment. You might get a handful of calls, if that. It’s much smarter to take matters into your own hands.

Try reaching out to clients in an unobtrusive way. One proven technique is to rely on client communications to get your foot in the door. A perfect example is the 2016 Year-End Tax-Planning Letter produced annually by WPI Communications.

As the name implies, the 2016 Year-End Tax-Planning Letter suggests practical tax-planning advice for clients. It also highlights numerous tax-saving strategies that may be implemented before the end of the year. Once your clients see how they can save hundreds or even thousands of tax dollars by taking timely action, they will be more inclined to use your services.

The letter, which is prepared by expert tax professionals, is designed to stimulate more business for your firm. It reflects the latest tax developments, including the Protecting Americans from Tax Hikes (PATH) Act, which extends, preserves and modifies dozens of key tax provisions in the code. Undoubtedly, your clients will appreciate receiving this timely and up-to-date information—especially when you can devise a plan that will save them money!

Don’t just take my word for it. WPI Communications provides an ironclad money-back guarantee that you will be satisfied with the results. Therefore, sending out the 2016 Year-End Tax-Planning Letter is virtually a no-risk move for accounting practitioners. And, not only will the letter likely pay dividends this year but it can strengthen relationships with clients for years to come.

Call 800-323-4995, or check out the 2016 Year-End Tax-Planning Letter online for this proven method to engage your clients before the end of the year.

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