Wednesday, November 19, 2008

Tax advice anyone?

Accountant and profit consultant Keith Lawrence was telling me about a recent experience he had with a prospective new client.

Could this happen to you?
There was an initial phone call from someone wanting help with their tax. After a brief conversation Keith invited them in to meet with him to see if he could help (and to see if he wanted to take them on as a client). On their arrival the 'client' looked around and expressed a little surprise that the office was smaller than he'd expected. He was also surprised to learn that Keith was an accountant as well as a tax adviser. He just wanted tax advice.

They sat down together and the 'client' started to explain his tax problem. When Keith raised the question of fees the 'client' was shocked. He'd assumed that tax advice was free.

After a few moments it then became apparent to Keith why the 'client' was so confused. He thought he had called The tax office. HMRC.
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