Client Relationships

Alejandra Matias

Alejandra Matias, EA, on the benefits of bundled services

self-employed

How Your Tax Clients Can Help You Be More Efficient

Client reviews

Creative Ways to Keep Clients FOREVER

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?