When meeting with a new client: Explain to them in a professional manner that your fee will be based on the amount of the tax refund they receive Provide a letter and explain to them in a professional manner, they do not need documentation for deductions unless the IRS calls them in for an audit and they can make it up prior to the meeti Explain to them in a professional manner the steps needed to file their return in detail Help the client make up W-2s if they have not gotten them from their employer yet but they know the amounts so they can file their return quickly