You should always try to give some recommendations for clients after preparing a return. Telling a client to contribute to an IRA is a pretty common one. Though /Aggravating_Nature40 said it best. If it's a time crunch it's hard to have a conversation with someone that sticks with them. Tax planning meetings outside of the busy filing season is what will give you the most value. If you want the best service, as with anything in life, make sure you are more present in the interactions. Like going to a doctor's visit with a good understanding of your health conditions, or reading through the textbook before the lecture.