Sometimes
it’s most important to convince yourself that you’re worth the fees you charge
for preparing taxes. But in addition to
recognizing your own value, for marketing purposes, it is good practice to
articulate all the reasons why tax preparers benefit their clients. Here are 6 things to remember the next time
you, or anyone else, wonders if your services merit your fees.
If you do their taxes, they don’t have to. This usually means they can spend their time on more worthwhile
ventures, sleep well, and be worry-free come April 15th. And for business owners, this means they can
spend that time making more money. This
is a benefit that most potential clients would absolutely agree with.
One thing
is always constant: tax law changes. The
layperson doesn’t typically follow tax law and would like filing to be less
complicated. That’s where you come in. You do know tax law and understand what may
appear to be a complex tax jungle. You
should put potential clients at ease: you know what you’re doing and can use
that knowledge to enhance their lives.
Vula! And this is where your knowledge can speak to
a potential client’s pocketbook. Because
you do know what you’re doing, you can potentially increase tax returns. Understanding the in’s and out’s of
deductions, charitable contributions, capital savings, write-offs, and
depreciation can mean a lot more money returning to your client, often more
than enough to cover your fees.
4. You
Provide Tax Planning Services that Ultimately Save Money
If you
really want to win a client over you’ll tell them why they should enlist your
services throughout the year: tax planning can save them a substantial amount
come next tax season. Tax planning is
important because it helps clients make tax-saving choices throughout the year
that pay off when you file their taxes. You can tell them just which decisions will save them that money.
And don’t
forget that your personality is the frosting on this taxing cake. Your confidence and enthusiasm will inspire
them to trust you with their finances. So be personable and friendly: it’ll put
potential and existing clients at ease.
You
probably know better than most people: tax payers are often weary of tax preparers
who lack credentials, because not all tax preparers are created equal. And currently no licensing is required to
become a paid tax preparer. Uncle Jo who was good at math can prepare all
his nieces and nephews taxes without recourse. Along with Uncle Jo there
are fraudulent “tax preparers” who promise higher returns by committing tax
fraud; they then skip town and leave their clients to deal with IRS audits.
Also in the mix are hard-working, legitimate tax preparers like you who
supplement their income or run a small business preparing tax returns. So
how do those hard-working tax preparers put existing clients and potentials
clients at ease? By earning a
professional designation that demonstrates their tax preparation proficiency
and competency.
Perhaps you feel confident
in your knowledge of tax preparation and don’t have the time to take a
certification course. Universal Accounting Center can award you with a Professional
Tax Preparer Designation by simply taking their certification text. And this would be the 6th reason
you’re worth your fees: you’re certified. For just $570 you could earn a professional designation and show
potential and existing clients that you have the knowledge and skill to
properly prepare their returns. This
goes a long way to impress tax payers and get additional clients. Order
your exam today.