Client Relationships

Stock Trading

Advising the inexperienced stock trader during COVID-19

PPP Loans

How to help your clients apply for PPP loan forgiveness

Client reviews

How to show your value to your clients

tax reform for families

The different stages of life through National Savings Day

networking for tax professionals

7 steps to onboarding new clients to your firm

Tax accountant at work

Advising clients on when it’s time to file bankruptcy

tax solutions

How to help your clients (and your firm) navigate a crisis

Getting ready for July 15 tax deadline

How to guide your clients who missed the tax deadline

Restaurant and Hospitality Industry

How has COVID-19 affected the restaurant and hospitality industry?

S Corporation tax status

How to advise struggling business clients

tax professional on the phone

Breaking bad news: How to tell clients it’s time to close their businesses

Accountant working remotely

Pricing strategies for your firm during COVID-19