How To Leverage Tax Season For Better Client Engagements


How To Leverage Tax Season For Better Client Engagements

Tax season presents accounting professionals with a unique set of challenges. However, what if there were ways to leverage the increased communication with clients during the busy season into high-value engagements? By using the information you gather from clients during meetings and while preparing their tax return, you can identify key areas in which they can benefit from your financial advice. 

In this article, we will explore how tax season serves as a catalyst for leveraging value-added services that go beyond the realm of traditional tax preparation. By strategically embracing this busy period, you can unlock new avenues for client engagements, foster deeper relationships, and position yourself as an advisor dedicated to your clients' success.

Proactive Tax Planning: Saving Time and Money

Tax planning is a crucial aspect of financial management, and tax season provides the ideal opportunity to assist your clients in proactively minimizing their tax liabilities and maximizing their savings. By offering strategic advice and guidance early on, you can help your clients navigate complex tax laws and identify potential deductions, credits, or incentives they may qualify for. Consider a scenario where you have a client who runs a small business. You can provide accurate tax estimates and suggest proactive tax planning strategies by analyzing their financial records, projecting their income for the year, and staying updated on relevant tax regulations. This approach helps your clients avoid last-minute surprises and positions you as someone who is invested in their long-term financial success.

For example, let’s suppose you discover that your client qualifies for the Research and Development (R&D) Tax Credit due to their investments in product development. By informing them about this credit, you help them save a significant amount on their tax bill.

Future Financial Planning: Building Long-Term Relationships

While tax season primarily focuses on past financial activities, it also presents an ideal occasion to discuss future financial planning with your clients. Use these meetings to delve into their long-term goals, such as retirement planning, investment strategies, or business expansion. By incorporating these discussions into your tax season engagements, you position yourself as someone who is capable of guiding clients through various financial stages. Take the time to understand your clients' unique circumstances and tailor your recommendations to their individual needs.

If your client receives a significant bonus during tax season. You can seize this opportunity to discuss tax-efficient investment options, such as contributing to retirement accounts or setting up a 529 plan for their children's education. By addressing their long-term financial goals, you deepen your client relationship and establish yourself as a partner in their financial journey.

Personalized Client Reviews: Tailoring Services for Maximum Impact

Every client is unique, and tax season provides an opportunity to customize your services to their individual needs. Conduct personalized client reviews to assess their financial situation, identify areas for improvement, and provide targeted recommendations. These reviews allow you to gain a comprehensive understanding of your clients' financial circumstances, enabling you to deliver more personalized and impactful services. Use this time to analyze their financial statements, tax returns, and overall financial health, and provide actionable insights for their specific situations.

If you’re reviewing a self-employed client’s tax returns, you may be able to identify whether or not there are potential deductions that your client has missed out on due to incomplete expense records. You can then guide them through best practices for tracking expenses, recommend accounting software that suits their business needs, and offer assistance in setting up streamlined processes. This personalized approach enhances client satisfaction and opens up opportunities for cross-selling related services, such as bookkeeping assistance or ongoing financial management.

Offering CFO Services: Elevating Client Engagements

Tax season presents an opportune time for accountants in your firm to expand their services and offer CFO services to business clients. Small and medium-sized businesses often require strategic financial guidance but may not have the resources to hire a full-time CFO. By positioning yourself as a financial advisor and providing CFO services, you can elevate your client engagements and provide comprehensive support for their business growth.

As a CFO, you can assist clients in making informed financial decisions, developing budgets and forecasts, analyzing key performance indicators, and creating long-term financial strategies. By offering these services during tax season, when you are already involved in their financial matters, you can seamlessly introduce the benefits of CFO services to clients.

If a client owns a growing retail business, you can use this opportunity to analyze their profit margins. Using what you’ve gathered, you can then approach them about your CFO services as a way to help ensure their business maintains sustained growth. By offering CFO services, you can help them analyze their cost structure, identify factors impacting profitability, and implement strategies to improve their bottom line. This level of financial insight and guidance goes beyond tax preparation, positioning you as an invaluable asset to their business.


Tax season, despite its demanding nature, provides a prime opportunity for accountants to maximize client engagements and offer value-added services that extend beyond tax preparation. By proactively assisting clients with tax planning, streamlining documentation, educating them about potential savings, discussing future financial planning, and conducting personalized client reviews, you can transform tax season into a period of heightened client satisfaction, trust, and long-term loyalty. By consistently delivering outstanding service during this critical time, you establish yourself as a trusted advisor, ensuring the success of both your clients and your practice.

How can Taxfyle help? 

Spending time with clients and improving your engagements with them takes time. With Taxfyle, we can save you some. We offer a network of thousands of verified tax professionals from across the United States who can help take some of the low-value work off your hands. By outsourcing with Taxfyle, your firm’s staff can spend more time on what matters most: your clients. 

Let the constraints of the busy season be a bygone problem. When you outsource with Taxfyle, your firm’s staff can have more time to bring your firm revenue. 

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