A client came in last week already resigned to writing a big check in April. We went through his file and found two elections his old software never asked him about.from your interview
That is the usual story with October reviews: our year-end checklist saved clients an average of $12,000 last seasonfrom your season report across 31 returns. The savings hide in the questions nobody asks in April.from your season report
October is when the calendar still has room to fix things. April is just bookkeeping.from your records
Correction · K. Meyer (owner) · 2026-07-19
"$12,000" overstates it. The season report says the average was $8,400. Use the exact figure.




