How to Let Go of a Tax Client & Protect Your Business
Client retention is key for running a thriving tax practice. However, not all clients contribute positively to your business.… Read more
How to Communicate Large Tax Bills to Your Clients
Delivering bad news to your tax clients is never an enjoyable task. One of the most challenging aspects of professional… Read more
Getting Third-Party Authorization to Represent Clients to the IRS
The IRS encourages all taxpayers to know their representation rights and the different types of authorization for third-party… Read more
8 Ways to Attract First-Time Tax Clients
Generation Z is quickly becoming the newest generation of taxpayers, and if you want to attract them to your tax office,… Read more
7 Tips for Improving Your Tax Preparer Skills & Client Retention
In a service-based industry like tax preparation, your client service skills can be the difference between one-time clients… Read more
Client Referral Marketing Strategies for Tax Preparers
If you aren’t asking your clients to refer your tax preparation business to others, you’re missing out on a host of potential… Read more