Last week before I came back to Panama, I met with my tax attorney to give her all my stuff for my 2021 taxes. No one really loves doing taxes, do they? I avoid my taxes as much as possible. My tax attorney does them for me and I still put off getting the paperwork together.
But this is a great time of year to send your clients one of the things they need most.
Now is the time your clients are going crazy with tax returns and if they closed on their house last year, they need that seller or buyer closing statement.
So contact each title company if you don’t have their closing statements and get them for each closing last year. Then mail them out to your clients with a nice note explaining that you’re sending these to them for their tax return preparation.
Here is the key: CALL them all a week later (great excuse to call) and make sure they received them, receive their thanks, and tell them if there is anything else you can do for them, to call you and then, “Oh, and by the way, if you know anyone else selling, please let me know”.
I love doing this because for hardly any money, you look like a superstar for remembering them and once I got a listing from doing this.
To me, this is a no-brainer.
So get cracking on this asap!
And now I’m going swimming and dream that I don’t owe a lot of extra taxes this year. 🙁