How to tell if your tax preparer is a robot
There are two kinds of tax professionals.
Reactive Robots ?? and Planning Pros ??.
See if you can tell the difference in the following client conversation:
Prospect: Oh sorry that's just my dog in the background.
??: Oh how cute! What kind is it?
??: Did you know that you can write off your dog as a tax deduction?
Prospect: I also have 3 kids that can't seem to stop running around.
??: Oh sorry if this is a bad time we can try later?
??: Did you know that you can pay your kids to get your taxes written off?
Prospect: I wish I could write-off this home office.
??: Let's make sure we're writing-off those stationery supplies!
??: Did you know that you can pay yourself rent and have it 100% tax-free?
Prospect: Yeah we've spent almost $3K last year on just the gym and salon alone.
??: You might want to cut back a bit this year on those spa treatments.
??: Did you know that you can get certain salon treatments, and your gym membership written off if you do it right?
Prospect: These taxes are killing us--guess no Disneyland for the kids this year.
??: I hear Six Flags is not too bad.
??: Did you know you can get your family trips written off in taxes?
Moral of the story: Be perceived as a ??. Not a ??.
(Follow me if you are not a ?? for more tips & tricks like this)