Call Your Clients to Action

Jim Tinsley . 10.23.19

I received an email last month from a CPA. It said:

“I just got off the phone with Joe Smith from XYZ Company. He has your contact information and will be following up about tax credits.”

Two weeks passed and I never heard from Joe. We did finally speak, but not until I went back to the CPA, got Joe’s contact info, and reached out to him directly.

Clients need a reason to get started.

Everyone is busy – if you want others to take action, you need to nudge them in the right direction with specific information:

  • Clients don’t understand what tax credits are. For business owners, “money is money.” Property tax, income tax, tax credits … it’s all the same. More often than not, they don’t understand what these are or how they work.
  • Clients don’t appreciate the magnitude. Many business owners think tax credits add up to just a few hundred dollars and are therefore not worth the time and effort. In truth, many tax credits are worth tens of thousands of dollars. Once your clients understand this, they will be eager to learn more.
  • Clients don’t appreciate the breadth. There are hundreds of tax credits available on federal, state and local levels. You have to ask the right questions and guide them through a structured process to know if your client is eligible. (More on this below.)
  • Clients are not locked down for life. Competitors are knocking on your clients’ doors. Be proactive – discuss tax incentives when you do tax year-end planning with you clients.

So go ahead, pick up the phone now and schedule a no-charge conference call to help your clients take action!


Try this: Take one of your client’s business goals, sit down together, and complete a Tax Incentive Organizer to determine the potential tax incentives that may apply. The Organizer’s questions will tie directly back to your client’s top business goals. Use this link to our online form, here!