Client Relationships

tax solutions

How to help your clients (and your firm) navigate a crisis

Getting ready for July 15 tax deadline

How to guide your clients who missed the tax deadline

Restaurant and Hospitality Industry

How has COVID-19 affected the restaurant and hospitality industry?

S Corporation tax status

How to advise struggling business clients

tax professional on the phone

Breaking bad news: How to tell clients it’s time to close their businesses

Accountant working remotely

Pricing strategies for your firm during COVID-19

tax professional on the phone

10 ways to handle client complaints

paycheck

Two key ways to help your clients with the Paycheck Protection Program

Couple With Financial Advisor

Helping your clients with investments and retirement planning

tax accountant

12 tips to help business clients navigate the effects of the coronavirus

tax reform

How to advise clients regarding extension filing

tax reform for families

Addressing your clients’ future needs with proactive tax planning