Message to New Clients – It is to your great advantage to be prepared to answer the agent’s questions during the interview process.
For example, when the agent asks “how much out-of-pocket medical expense did you have last year?” You should be able to answer $3,192 or whatever dollar amount. Do not pull out a plastic bag with every Blue Cross Blue Shield statement you received last year and set it on the desk.
Such an approach to your tax filing appointment is a major distraction and detracts greatly from our process of trying to focus on tax saving measures for you.