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:
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!