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7 Ways You Can Be Your Accountant’s Favorite Client

Ben Rashkovich

Ben Rashkovich

Content Strategy Manager at Fundera
Ben is the resident wordsmith and grammar guru at Fundera. He makes sure their top-notch content stays accessible, interesting, and useful for small business owners. Previously, Ben wrote for the Columbia Spectator and eBay's curatorial team.
Ben Rashkovich

It’s the beginning of tax season, which means the inside of your accountant’s brain looks a little like this:

Got this one here.

Getting the documents you need can be a lengthy, tedious process. Last-minute requests and incomplete paperwork make life way harder for you and your accountant. This year, become their favorite client—impress them with your preparedness and foresight!

1. Wow them with your organization.

Got this one here.

2. Take their advice!

Got this one here.

3. Provide digitized copies of everything.

Got this one here.

4. Backup your most important documents!

Got this one here.

5. Don’t be shady—stay honest about your finances.

Got this one here.

6. Communicate promptly.

Got this one here.

7. Roll in ahead of schedule.

Got this one here.

***

Be the client who turns tax season from this:

Into this:

Got these here and here.

Good luck!

Editorial Note: Any opinions, analyses, reviews or recommendations expressed in this article are those of the author’s alone, and have not been reviewed, approved, or otherwise endorsed by any of these entities.
Ben Rashkovich

Ben Rashkovich

Content Strategy Manager at Fundera
Ben is the resident wordsmith and grammar guru at Fundera. He makes sure their top-notch content stays accessible, interesting, and useful for small business owners. Previously, Ben wrote for the Columbia Spectator and eBay's curatorial team.
Ben Rashkovich

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