Communicating the Tax Code With the Clients

Communicating with Clients
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Communicating with Clients
There are several options that a tax professional or accountant can use to notify clients of changes to the tax code that may affect them.
* Email newsletters: An accountant can send regular newsletters highlighting essential tax changes and how they may impact the client’s tax situation.
* Social media: An accountant can use social media platforms such as Facebook, Twitter, and LinkedIn to share their followers’ updates and alerts about tax changes (Goodman, 2018).
* Client portal: Many accounting software programs offer a client portal where clients can view their tax documents and get updates on tax changes (Goodman, 2018).
* In-person meetings: An accountant can schedule in-person meetings to discuss tax changes and how they may impact the client’s tax situation.
* Tax planning sessions: An accountant can offer tax planning sessions to clients where they can discuss and review the client’s tax situation in light of recent tax changes (Goodman, 2018).
There are several specific examples of different circumstances that may warrant communication to clients about tax changes, as follows:
* Changes to tax rates or tax brackets: If there are changes to the tax rates or tax brackets, an accountant may want to notify their clients through email newsletters or social media to let them know how these changes may impact their tax situation (D’Avolio, 2019).
* Changes to deductions or credits: If there are changes to deductions or credits tha...