Tax Professionals for Multiple State Properties

[Greg Schreffler]

Hello,

We completed 2023 with Insite Tax & are hoping to find better services for the money. Our taxes are done by professionals but for $75/m I was hoping for better communication. 

Is this possible?

Thank you,

Greg

[Jason Watson]

Communication is certainly key. It is the number 1 complaint when our firm takes on a new client. We usually ask the prospect two related questions- how do you prefer to be communicated with (email, text, phone call), and what is your definition of timely?

A prospect who wants same-day phone calls is not a good fit. When is the last time you got a hold of your doctor or attorney  on the first go-around? Unlikely, and tax professionals operate in the same vein. Our firm only checks emails on Mondays and Thursdays, but our clients know that and also know they can call us anytime. In other words, don't fight your house fire with email.

So... it is all about managing expectations and then making good on the promises.

We find that scheduling meetings solves about 99% of the issues... but it takes two to tango. The client needs to be attentive, and meet the tax pro half-way on availability and willingness to communicate.

Also, there are no accounting emergencies. Only poor planning.