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MEMBERS TAX SERVICE LLC TAX QUESTIONNAIRE FOR NEW CLIENTS Phone Drop In Client Name: ** Copy of Last Year's Return PERSONAL INFORMATION 1. Name SS# Spouse AppointmentYesNoYesNoYesNoYesNoSS# Job Title

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How to fill out new and returning clients

01

To fill out new clients, follow these steps:

02

- Gather information about the client, such as their name, contact details, and specific needs.

03

- Prepare a client registration form or use an online registration platform.

04

- Clearly explain the purpose and benefits of becoming a client.

05

- Collect and verify all necessary documents and information, such as identification, previous service history, and financial details.

06

- Guide the client through the registration process, ensuring they understand and complete all required fields.

07

- Provide any additional assistance or support they might require.

08

- Review the completed form for accuracy and completeness before submitting it.

09

10

To fill out returning clients, follow these steps:

11

- Verify the client's identity to ensure they are an existing client.

12

- Update any necessary information that might have changed since their last visit or interaction.

13

- Address any specific concerns or issues they might have.

14

- Provide personalized recommendations or offers based on their previous interactions.

15

- Offer excellent customer service to strengthen the client's relationship.

16

- Maintain a record of all interactions and update the client's profile accordingly.

17

- Thank the client for their continued loyalty and support.

Who needs new and returning clients?

01

Businesses and organizations that offer products or services to clients need both new and returning clients.

02

New clients are essential for business growth and expanding the customer base.

03

They bring in revenue, increase market share, and provide opportunities for upselling or cross-selling.

04

Returning clients are equally important as they contribute to customer loyalty, repeat business, and positive word-of-mouth recommendations.

05

They often require less marketing effort and are more likely to trust and engage with the business.

06

Serving both new and returning clients helps maintain a healthy revenue stream and fosters long-term business success.

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What is new and returning clients?

New and returning clients refer to individuals or businesses who have recently started using a service or product again after a period of being inactive.

Who is required to file new and returning clients?

Businesses or service providers who have new or returning clients are required to file information about them.

How to fill out new and returning clients?

To fill out information about new and returning clients, businesses can use forms or online platforms provided by the service provider.

What is the purpose of new and returning clients?

The purpose of tracking new and returning clients is to analyze customer behavior, improve marketing strategies, and enhance customer retention.

What information must be reported on new and returning clients?

Information such as contact details, purchase history, preferences, and any feedback provided by new and returning clients must be reported.

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