Connecting with Clients by Phone—Solo CPA John Gruninger

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What do you like most about your job?

When people ask me what I do, I usually respond with “I do tax returns.” I have a small firm and I know each client personally. Here’s how I go about preparing a tax return. First, I ask the client to send me all their information. Once all the information is entered into my software (that part isn’t too fun), the part of my job that I love happens.

I call the customer. We usually catch up on our personal business, then I ask my questions. These questions are where the value I provide lies. After 28 tax seasons, I know what to ask for, and I believe my clients appreciate it very much. I love those annual phone calls – we could discuss the tax implications of a son starting college in a few years, or a daughter getting married, or a spouse jumping into the gig economy. Either way, it creates a human connection for me and the client. Sometimes I can feel that the client I’m talking to seems a little lonely, I usually tell them jokingly to call me in August because no one calls me in August.

The phone call is what I like.

This article does not necessarily reflect the views of the Bureau of National Affairs, Inc., publisher of Bloomberg Law and Bloomberg Tax, or its owners.

Author Information

John Gruninger, of John Gruninger CPA, PLLC in Syracuse, NY, has been a certified public accountant since 1994 and an independent practitioner since 2002.

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