How to Optimize Your Tax Season Appointments

How to Optimize Your Tax Season Appointments

Click here to watch or listen to this post! Tax appointments have changed logistically with the need to hold “virtual” meetings in many cases instead of the traditional in-person get-together.  The critical question to ask is, “Have I optimized my actual...
3 Reasons Your Clients Need You

3 Reasons Your Clients Need You

Tax season is always a wild ride, but 2020 has been a bit over the top. Deadlines have been extended and clients have been calling trying to understand everything from PPP loans to tax implications for their business. Your firm has probably seen an increase in the...