01 / Tax preparers & bookkeepers
Make the first meeting easier to prepare for.
A new client may have a folder of papers and no clear starting point. Explain the services you offer, what to bring and how to arrange a first meeting.
Put the checklist beside the service
Separate tax preparation from ongoing bookkeeping and explain who each service suits. Give clients a document checklist for the meeting and a way to ask about missing papers. Keep sensitive documents out of the general inquiry form.
Keep busy-season details current
Show current office hours and whether you are taking new appointments. Explain how a requested time is confirmed and when you agree on the work and fee. Describe the process plainly, without promising a refund or a filing result.
02 / The Work
See the customer’s next step.
