Lynda ArtesaniLegal Accountant and Data Migration Specialist at The Proper Trust

Build Relationships & Communicate - Essential Tax Tips

14 Feb 2025 · 0 min

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Talk to your client's CPA at least once a quarter, not just at tax time. You'll learn more about taxes, earn their respect, and avoid the chaos of dumping documents on them in December.

Please don't be afraid to tell, number one, your client that you want to have a relationship with their CPA and tax preparer. Oh, good point. And number two, talk to that person at least once a quarter throughout the year. And guess what? You're going to learn so much, and they're going to respect you because you— they're like, okay, this is a real person. They care. They're not just going to dump this pile of stuff on me at the end of the year.

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