Freelance Tax Attorney Workflow Map

In this article, we’ve created a starter Freelance Tax Attorney Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance Tax Attorney role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance Tax Attorney

The path towards better systems and processes in your Freelance Tax Attorney role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance Tax Attorney Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance Tax Attorney

1. Initial consultation: Meet with the client to understand their tax needs and gather relevant information.
2. Document collection: Request and gather all necessary documents and information from the client, such as financial statements, tax returns, and legal documents.
3. Analysis and research: Review the client’s financial and legal information, conduct research on applicable tax laws and regulations, and identify potential tax issues or opportunities.
4. Tax planning: Develop a customized tax strategy and plan to minimize the client’s tax liability while ensuring compliance with relevant laws and regulations.
5. Preparation of tax returns: Prepare accurate and complete tax returns based on the client’s financial information and tax planning strategies.
6. Review and verification: Carefully review the prepared tax returns for accuracy, completeness, and compliance with tax laws and regulations.
7. Client communication: Present the prepared tax returns to the client, explain the calculations and findings, and address any questions or concerns they may have.
8. Filing and submission: Assist the client in filing their tax returns with the appropriate tax authorities, ensuring all necessary forms and documentation are submitted correctly and on time.
9. Audit support: Provide guidance and representation to the client in the event of a tax audit, assisting with document requests, responding to inquiries, and negotiating with tax authorities if necessary.
10. Ongoing tax advice: Offer ongoing tax advice and support to the client, keeping them informed about changes in tax laws, regulations, and opportunities for tax optimization

Business Growth & Improvement Experiments

Experiment 1: Client Referral Program
Description: Implement a client referral program where existing clients are incentivized to refer new clients to the freelance tax attorney. This can be done by offering discounts on future services or other rewards for successful referrals.
Expected Outcome: Increased client base through word-of-mouth referrals, leading to a higher volume of work and potential long-term client relationships.

Experiment 2: Streamlined Client Onboarding Process
Description: Analyze the current client onboarding process and identify areas for improvement. Streamline the process by implementing digital tools, such as online forms and electronic signatures, to reduce paperwork and enhance efficiency.
Expected Outcome: Faster client onboarding, reduced administrative burden, and improved client satisfaction due to a seamless and modernized experience.

Experiment 3: Specialized Service Packages
Description: Develop specialized service packages tailored to specific client needs, such as tax planning for small businesses or tax resolution for individuals facing IRS audits. These packages can be marketed as comprehensive solutions, providing clients with a clear understanding of the services offered and their associated costs.
Expected Outcome: Increased client interest and engagement, as well as improved revenue streams by offering targeted services that cater to specific client segments.

Experiment 4: Online Marketing Campaign
Description: Launch an online marketing campaign targeting individuals and businesses in need of tax-related services. Utilize search engine optimization (SEO), social media advertising, and content marketing to increase online visibility and attract potential clients.
Expected Outcome: Higher website traffic, increased brand awareness, and a larger pool of potential clients, resulting in a higher conversion rate and business growth.

Experiment 5: Collaboration with Accountants and Financial Advisors
Description: Establish partnerships with accountants and financial advisors to offer complementary services. This collaboration can involve cross-referrals, joint marketing efforts, or even co-hosting educational webinars or workshops.
Expected Outcome: Expanded network and access to a wider client base, increased credibility through partnerships, and potential synergies that can lead to mutually beneficial business growth.

Experiment 6: Client Satisfaction Surveys
Description: Implement a client satisfaction survey to gather feedback on the freelance tax attorney’s services, communication, and overall client experience. Use the insights gained to identify areas for improvement and make necessary adjustments to enhance client satisfaction.
Expected Outcome: Improved client retention, increased referrals, and a better understanding of client needs, leading to enhanced service delivery and overall business growth.

Experiment 7: Professional Development and Certifications
Description: Invest in professional development opportunities and obtain relevant certifications in specialized areas of tax law. This can include attending conferences, workshops, or online courses to stay updated with the latest industry trends and regulations.
Expected Outcome: Enhanced expertise and credibility, positioning the freelance tax attorney as a trusted authority in the field. This can attract higher-profile clients and potentially lead to increased rates and business growth

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.