Client Relationships

tax and accounting clients

Flipping the switch on advisory services during tax season

Frank Lin, EA, MBA, CPA

Frank Lin, CPA, EA, MBA, on Growing His Clients’ Businesses

money payment

Consejos para ayudar a tus clientes a ahorrar para el futuro

Eric Ohlund

Eric Ohlund on Adding Value for Tax Clients

money payment

Tips to Help Your Clients Save for the Future

Bundled services

Infographic: Imagine the possibilities with bundled services

IRS and tax professionals

Haga crecer su despacho con el programa de agentes tramitadores del IRS

Teaching your tax clients about financial fluency

Tax advisory services

Tax Pros for Reel: How do you think offering advisory services provides additional value to your clients?

Deductible expenses

Introducing your bundled service packages

learn to lead

Resources to Educate Your Clients on Taxes and Finances

Brainstorm to innovate

How to incorporate bundled services into your firm