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Tax Practice News
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Client engagement
Tag: client engagement
The Tax Strategist
Are you managing your clients or are they managing you?
Christine Gervais
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September 18, 2023
0
Practice Management
Two second tools to add client value
Christine Gervais
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April 11, 2023
0
Practice Management
Tax season from your clients’ point of view – Easing tax...
Christine Gervais
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February 27, 2023
0
Practice Management
How to break up with clients
Christine Gervais
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January 4, 2023
0
Practice Management
Build your community outreach this holiday season
Christine Gervais
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November 8, 2022
0
Practice Management
5 ways you can prepare for your best tax season
Joseph Graziano
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October 18, 2022
0
Practice Management
Client service in a contactless world
Christine Gervais
-
October 10, 2022
0
The Tax Strategist
Are you taking on too much?
Christine Gervais
-
October 3, 2022
0
Advisor
Sorting your client list for better profit margins
Christine Gervais
-
August 31, 2022
0
Practice Management
The importance of reviewing what didn’t work post tax season
Christine Gervais
-
June 6, 2022
0
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Latest article
Finding the right tax season prospects
The Tax Strategist
Christine Gervais
-
September 21, 2023
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With plenty of work and not enough preparers, it would seem finding new clients would be as simple as hanging out your proverbial shingle,...
Are you managing your clients or are they managing you?
The Tax Strategist
Christine Gervais
-
September 18, 2023
0
A friend asked me how my Sept. 15 deadline went. And while it was certainly a busy week, I found myself mostly re-organizing my...
AICPA releases statement on IRS announcement concerning ERC Mills
IRS Updates
Tax Practice News
-
September 15, 2023
0
Following an announcement by the Internal Revenue Service (IRS), the American Institute of CPAs (AICPA) released its response. AICPA President and CEO, Barry Melancon, CPA, CGMA, says, the latest initiative...