Client Assessment and Ongoing Evaluation

Client Assessment and Ongoing Evaluation

By evaluating all potential new clients and re-evaluating all current clients on a regular basis, at least annually, the firm is able to consider any factors or changes that might affect the professional relationship or cause an escalation into a crisis. Now is also good time to screen tax clients for potential problems. There is still time before tax season for a client to replace you in the event you decide to disengage.

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