No one is suggesting that any CPA should “push” unnecessary or inappropriate services on clients just because they can. Instead, we all agree that it is a privilege to serve as a client’s ‘trusted advisor,’ and as such it is a role that should be handled with responsibility. BUT - if you do identify additional services that your clients may need, tax season is a perfect opportunity for scheduling future appointments.
Set up a matrix for yourself so that you can quickly see which services each client is currently utilizing – and where any obvious gaps occur. This may help you help you client!