Thread by @JStaatsCPA

I’m building upsells into the engagement process for 1040s this year

Courtesy of @ignitionapp’s multiple option proposals

What are your favorite 1040 upsells? Some I’ve seen in the wild 👇

Audit protection

Basically a credit for the first $X in professional fees handling notices or audits that stem from the tax filing

Transcript matching

Pull IRS and state records to ensure payments match

And IRS transcripts don’t contain any surprises

I planned to start this for all, then realized it ought to be a step up in service level

Next Year Projection

At the time of filing update next years estimates for what you know now

This happens a lot now but we don’t capture it as an additional value add

Intake meeting

In person or Zoom meeting when receiving the info

Personalized delivery

A video at the time of delivery walking through the return

Part of this exercise is to determine what the *minimum level of service we’ll provide is, and this one’s right on the fence

Year end planning

Probably doesn’t make sense to include in the initial intake process, since the value will be delivered 6-10 mos later

What else? 🤔