Filling the gap

摘要

As tax season speeds toward its inevitable conclusion, you may find yourself able to spend less and less time with each individual client. In some cases, this may be a good thing; some clients do not improve upon further acquaintance, and are best dealt with through e-mail, portals and other remote technologies. (Repeat after me: "We'd love to have you into the office, but I know you're busy, and this is really much more efficient for you.") In many cases, though, this is less than ideal. Their returns may require more face-time, or you may simply enjoy their company and wish that you had the opportunity to really catch up. The latter is the key to why these kinds of compressed meetings aren't great: Because with many of these clients, you need to catch up. You haven't seen them since last tax season, and you won't see them again until next tax season.