Usually, while I’m working on a client’s file, there is a good chance you will be missing information. I try to get around this issue, but preparing a general checklist for the client to follow. It’s quite easy to create a checklist on recurring jobs, because you can basically go through last year’s file and make a list of everything that is in there, that your client can provide. I have found it to be true, that if you provide a ‘professional looking’ checklist, your client will make a better attempt to providing you with the information you need. So,
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