Many state and counties have property tax credits for seniors, low income, veterans, handicapped home improvements, etc.
How do address client expectations for these?
Taking responsibility for making sure all of these are taken advantage of could be a huge in terms of education (different for each state and county) and completing the applications. It could easily double our required fee.
But remaining silent could result in their falling through the cracks and many clients assume that we are preparing all needed tax forms.
Any ideas?
Thanks!