Client Relationships

tax professional on the phone

10 ways to handle client complaints

paycheck

Two key ways to help your clients with the Paycheck Protection Program

Couple With Financial Advisor

Helping your clients with investments and retirement planning

tax accountant

12 tips to help business clients navigate the effects of the coronavirus

tax reform

How to advise clients regarding extension filing

tax reform for families

Addressing your clients’ future needs with proactive tax planning

Alejandra Matias

Alejandra Matias, EA, on the benefits of bundled services

self-employed

How Your Tax Clients Can Help You Be More Efficient

Client reviews

Creative Ways to Keep Clients FOREVER

tax and accounting clients

Flipping the switch on advisory services during tax season

Frank Lin, EA, MBA, CPA

Frank Lin, CPA, EA, MBA, on Growing His Clients’ Businesses

money payment

Consejos para ayudar a tus clientes a ahorrar para el futuro