When I meet with the client I make them feel important becase everyone  has invisible sign on top oftheir head (it is 4 ft high and 4 feet wide and it says make me fell important). For my Tax plannig and book keeeping Clients, I ask them as many question as possible relating to there financila tax situation and there Financila goals , retirementgoals and anyother thing like me to answer. I gather all the docements nessary to get started and if the cilent does not have it at the time of interview, i ask them to send it later. I got to work to see what is the maxiumum refond or lowest libelty they entitled to legaly undr Applicable law.