Question

As a client how do you establish trust? If you take your tax information to a tax preparer, what qualities do you look for when evaluating integrity?

Answer 1

Ways to establish trust with client are:

1. Demos/free trials
2. Believe in your product or service
3. Disciplined approach of work
4. Awards for best client etc.
5. Referral Program
6. Trade associations
7. Be responsive to clients
8. Use social media and make relations with client
9. Newsletter
10. Understand the clients situation
11. Transparent communication
12. Respect the time of client
13. Educate the cliant
14. Go all out for customer service

Evaluating the integrity of professionals before giving the tax information to tax preparer:

1. Experience of return preparer: Client should consider the experience of tax return preparation in the professional field.
2. Certification: Client should take into consideration any cerfication which may be acquired by the preparer such as may be ISO certified. In case of certification, this will increase the confidence of client in preparer.
3. Work culture and management of tax preparer: Client should need to understand the work culture and managemnt of work of tax return preparer. Whether the confidential document of client are properly managed by the professional and staff members.
4. Previous work done of client and reviews of client: Client shall take into consideration the previus work done by the professional and on that basis, reviews of the client.