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Posted

Does anyone send out thank you cards or letters to the folks for whom you prepared returns for during the tax season? I was thinking this may be a good idea because I am adding a PO Box among other thing to provide my clients a better service and have been thinking of sending the thank you with the information.

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Posted

I don't, but it's a great idea. I am thinking about a PO Box up the street at the UPS Store to get my address off of my website and the IRS website. Although the IRS claims that they can't verify my professional status and may take my name down. Boo! Hoo! I think it's because I had to use my legal first name on my app years ago, and I use Bonnie for everything and always have. I faxed them everything that I had showing the current permit for myself and my corporation. I don't know what more they could want.

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Posted

I do not do that either. But I never miss an opportunity to let my clients know that they, each and everyone of them, is the reason I have a practice at all. Without them, my firm is not. And I do not hesitate to communicate that sentiment. It is just a fact!

i do not have a great deal of client contact during tax season, but I do not miss the opportunity to look up from my work whenever a client comes or goes and shout out a thank you and use their first name.  Found out this year, though, that I might need to rethink that. I called a client by the wrong name. My vision belied me.

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