PERSONAL TAX SERVICES - UNTAPPED REVENUE You have business clients. Do you also do their personal tax? Personal tax is: - Recurring revenue (every year) - Higher margin (less work than business tax) - Client retention (people stay for personal tax) - Cross-selling opportunity (once you have client, easy to add personal) - Compound revenue (as you grow client base, personal tax grows) But many practices leave this on table: - Don't ask clients if they need personal t