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Accounting & Bookkeeping & Small Business Forum
Accounting, Bookkeeping, Marketing, and Small Business Resource
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charity8987
Joined: 29 Mar 2007
Posts: 12
Location: Vernon, CT
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| Posted: Fri Dec 21, 2007 10:50 pm Post subject: I don't do taxes... help! |
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What's the best way to not lose potential clients because I don't do taxes? This is the time of year where people will start looking to hire someone to get their taxes done. My marketing coach suggested I "partner" up with someone who does taxes, where I hand in financial statements to the tax preparer, they do the taxes, and I bring the completed tax form to the client. I charge the tax preparer a "finders fee".
Did anyone ever try this? How did it work out? Do you charge a flat rate for the finders fee or a percentage of the tax return cost?
Thanks! |
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primebkpr
Joined: 20 Jul 2006
Posts: 8
Location: NJ/PA
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| Posted: Sat Dec 29, 2007 6:50 pm Post subject: |
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Don't fret Monica, I think your coach gave you good advise. I prepare taxes, but I am a bit of a novice so I forward more complicated returns to a CPA who charges me a discounted rate and I charge my clients directly. You should make anyone you partner with sign a non-compete.
Luis |
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