Here is how to protect yourself and make sure you get paid when you prepare a Tax Plan. 

I always recommend that you ask for 100% payment upfront. 

But if you feel that is too aggressive, you can ask for 50% now and 50% in 30 days. 

However, it is CRITICAL that if you take the 50% upfront and 50% in 30 days…

You make sure that you present the plan in week 5 to week 6. 


That way you can guarantee you’re going to get paid IN FULL first. 

And that way if you don’t get paid on the final 50%, then you don’t deliver the plan. 

NEVER do the work and present the plan without getting paid.

They will just avoid you and you may never see that money!  

Also, you should have their credit card information on file, particularly when it’s a one-time plan or single payment. 

However, if it’s a recurring payment plan, you need to get their ACH information. 

Finally, it is very important to NEVER email them the plan.

Make sure to get on the phone with them because that’s also an upsell opportunity for implementation or other services.

Interested in learning more about transiting from tax prep to tax planning & implementation?

Then you need to head to this link here: