Tax planning for your client should be a year-round effort. Learn how to communicate with your clients about taxes throughout the year.
Read about the hard lessons Kevin Simpson learned when growing his accounting practice.
Learn how tax providers can maximize their client services by partnering with other advisors, such as lawyers, financial planners, and estate planners.
Learn why forging a long-term tax professional-client relationship can be mutually beneficial, making the annual tax visit not just a once a year visit, but a part of your overall business strategy.
Creating engaging marketing campaigns is key to attracting and retaining clients.