A new client is using your professional services. Conduct the first interview and ask appropriate introductory questions.

A new client is using your professional services. Conduct the first interview and ask appropriate introductory questions. Record the answers using suitable IT equipment- ie make electric records and files. Ask a series of follow-up questions that would be relevant to the tax return and record those answers also. Upload, in a word processed document, a list of the questions you asked, the recorded answers and the reasons for asking these questions. Provide appropriate taxation advice to the client and submit a written summary of the advice given. Would it be necessary to liaise with anyone else? With whom and why?
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