How do you deliver bad news to your clients, such as discussing closing their business? In this timely article, find out with these practical tips from Fredric D. Leffler, CPA, MBA.
Filing extensions for tax year 2018 will no doubt occur, perhaps this year more than others. Manage your clients’ expectations with this article from Andrew Poulos, EA, ABA, ATP.
Covering some simple life changes in your tax planning discovery will go a long way to establishing your trusted advisor role. Find out how Susan Tinel, EA, builds her advisory services practice.
