keep these tax clients while you have the chance

portrait of an angry man yelling on the phone21 reasons they switch firms.

by ed mendlowitz
tax season opportunity guide

clients have many choices, including the choice of a tax preparer. every new client an accountant gets is because that client left – fired – their previous accountant.

more: what’s not to like about tax season? | can your reviewers answer these 10 questions? | 5 small leaks that can sink a tax season | one can’t-skip touch for tax season | 3 steps to tax season happiness
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so why do clients leave? here are 21 good reasons why they should: read more →

three ways to step up in uncertain times

coronavirus crisis opens new opportunities to serve.

by sarah johnson dobek

in the late hours of march 11, president trump instructed the treasury department to defer tax payments without interest or penalties for certain individuals and businesses negatively impacted by covid-19 pandemic, commonly known as coronavirus.

see 卡塔尔世界杯常规比赛时间 special coronavirus crisis coverage

as many individuals and businesses grapple with the possibility and effects of illness, travel bans, quarantine, and economic distress, accounting professionals have a unique opportunity to step up as proactive advisors.

here are three ways you can help your firm and help your clients through uncertain times.

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