Leaderboard

I include a summary and a comparison to last year, depreciation schedules, their original documents, returns, anything that I'm printing to my hard drive for me, I print and include in client folder. I also use two-pocket folders with their papers on the left and returns on the right, business cards (one in the slots and two in the folder). Anything for last year is in the folder. Anything they need now or for next year's taxes, MY INVOICE, a suggested W-4, 2012 papers they gave me in error such as their January 2012 property tax payment, I keep outside the folder and hand them separately with instructions. Then, they stuff everything in their folder to carry out to their car! I hand them a filing instruction sheet and highlight the amounts that will be direct deposited, payment vouchers with envelopes if balances due, ES vouchers and envelopes, and make a big fuss over anything that must be mailed by them. If I know they're refinancing, applying to colleges, whatever, I include an extra copy of their federal return without the worksheets so they don't have to tear apart their copy to give one to their bank, for instance.

ATX TV Host Ben Cleary put together a 7 minute video summary of the ATX Customer Advisory Board trip from October 2011. If you watch the video, HVKen is one of the featured interviews! http://www.atxinctv.com/presentation.asp?asx=2011-10-21-ATX.asx&