When it comes to taxes I’m a simple guy with pretty straightforward filing needs. When a tax question does arise, I follow the old motto: “If you don’t know your jewels, know your jeweler.” That’s when I turn to a CPA or other trusted tax professional.
Tax season is once again upon us, but it’s especially upon our friends and associates –CPAs, tax attorneys, et al. – who are working hard to keep their heads above water. With this in mind, I’d like to offer this tax season tip to those in estate planning: Be a supportive partner. Give your CPAs and other tax professional colleagues plenty of space and time to get their jobs done.
One way is to plan ahead and build your appointment calendar with their busy tax season in mind. For your clients with specific tax issues, get the benefit of your tax professional’s advice and expertise before the crunch period begins. If possible, defer calls and meetings with them until the summer after they’ve had a chance to come up for air. Another tip: Let them know you respect and appreciate all they do. For example, delivering a “tax basket” to their office with a fresh pound of coffee, chocolates, a stressball, and some Extra-Strength Tylenol is one way to convey that message of appreciation.
Your sensitivity to the rhythm of their practice will be well remembered. When their busy season concludes, they’ll be ready to reconnect with you and strategize on how to minimize clients’ income tax liability for the next year. Respect. Support. Appreciation. That is, of course, what successful partnerships are made of.
