Tax Planning Advice: Helping Clients Hire a Qualified Expert—Andrew Rice

Once your clients have created a process for saving their tax documents, made it efficient, and organized their tax papers, they are ready for one of the most valuable pieces of advice you can give them:

Hire a Qualified Expert:  The old saying "you get what you pay for" is very true, especially in the tax world. Help your client build a relationship with a qualified tax expert that will spend time answering their personal tax questions, helping them tax plan through life's major events and working to continuously educate them on the changing tax laws. Remind your clients that the greatest tax savings never come at tax preparation time, because what they pay is based on the previous year's tax decisions, making the need for a qualified tax expert throughout the year a must.

This approach isn't rocket science, nor does it require anyone to extensively learn or research the tax code to save money year after year. But it can help your clients pay what they owe, with the help of a professional, instead of spending their time keeping up with an ever-changing tax code.