Tips For Finding a Top Tax Accountant
When it comes to finding a top tax accountant, there are some things you need to keep in mind. The first thing you need to do is to check if they are registered with the IRS and also ask for referrals. Also, you need to avoid paying a fee based on the amount of your refund.
Asking for referrals
Asking for referrals is a great way to grow your business. It doesn't need to be painful or intimidating. If you know how to ask, you can get the word out about your tax preparation services.
The first step is to start building relationships. Your clients will be more willing to refer you. This is especially true if you've surpassed their expectations. Make sure to keep in touch with your clients, whether they are new or existing. You can do this through emails, business cards, or a simple thank you note.
One of the best ways to ask for referrals is to offer incentives. You can give a cash discount or a gift card to your clients for each referral. Providing a token of value, such as a $50 discount on their next tax preparation session, can make them more likely to do business with you.
Referrals can come from your own network of contacts, or from your client's friends. Gen Xers and Baby Boomers prefer to ask their network for recommendations, while younger prospects are more likely to look for reviews online.
Online reviews are a first step
One of the best places to start your quest for a top-notch tax accountant is online. Checking out the various sites that offer reviews is a good place to start. You may even find a review of a reputable firm you haven't had the pleasure of checking out in the past. It is also a good idea to take a look at the local listings, as this can be the stepping stone to bigger and better things. This is especially true if you're a small business owner and need to beef up your team. If you can, try to establish a good working relationship with your tax preparer. They're not only the experts in their field, but they can help with tax minimizing strategies and the like.
While you're at it, consider adding a social media component to your arsenal. The old adage, "It's not what you know, but who you know," applies to both business and personal connections. As such, a well thought out social media plan is a great way to establish yourself as a trusted advisor in a busy community.
