Reminder: Preparing your 2024 Clients for the 2025 Tax Season

With 2025, comes the ponderous task of closing out files for 2024. Why not generate some good will along with what is usually an administrative chore?

Like you, your buyer and seller clients from 2024 are starting to gather their records in order to prepare and file their income tax returns. Think how appreciative they would be if you sent them a copy of the settlement statement from their real estate transaction, so they do not have to hunt for it.

Guess what? You can also include your well wishes for the New Year and your contact information for possible referrals.