With very little effort, you can help your client have a deeper understanding of their rental real estate activities, qualify for the sec. 199A deduction and proactively deliver tax planning services.
Learn how to determine if your client is ready for advisory services; here are eight signs that are certain to resonate with your firm and your tax clients.
Educate your clients about three options to pay their tax throughout the year.
Learn from CeCe Morken, executive vice president and general manager of Intuit ProConnect, how the power of trust can transform relationships.
Get expert guidance on how to present a bundled service package to your clients.
Dawn Brolin, CPA, CFE, explains why a niche in forensic accounting is a good fit for tax professionals.
Tax pro, runner and musician: In this profile, get to know Fredric D. Leffler, CPA, MBA.
The days of running around town or flying halfway across the country just to attend a brief client meeting are no longer necessary. Although face time is important, technology has changed the game by providing a platform for online meetings…
Get a list of websites, publications and other resources to educate your individual and small business clients on tax and finances.
Increase your knowledge of working with your tax clients in the cloud with this list of recent articles.
