Consistency is showing my personal tax clients a seamless and timely method to complete the tax preparation process. During tax preparation periods I send clients a tax organizer. This helps in gathering required documents for timely tax submission. I time this for late January for personal tax clients. This timing is around the time they are receiving tax documents. I tailor client submission and finalization that's user friendly for the individual client. Whether it's meeting face to face or a completely online process, i have a system for them.