Show your clients some love

Whether it’s February, tax season, or any other time during the year, showing love to your clients is good in a number of ways. You want your client to feel valued and that you are a true partner to them. I asked the Tax Council how they value their clients—and here are their responses. Drop a comment in below to let us know what you to do make your clients feel valued.

Nick Boscia, CPA, EA—Boscia & Boscia PC

At Boscia & Boscia PC, making clients feel valued isn’t about grand gestures—it’s about delivering an experience that is consistently reliable, efficient, and client-focused. We pride ourselves on fast and responsive communication, ensuring no client email ever goes unanswered for more than 24 hours. Our streamlined scheduling system allows clients to book appointments effortlessly when they need more than a simple email response, reinforcing that their concerns matter to us.

One of the biggest testaments to our commitment is the 600+ 5-star Google reviews we’ve received. After every tax return is completed, we invite clients to share their experience, and their feedback speaks volumes about the care, efficiency, and expertise we provide. In addition, we deeply appreciate our long-standing clients, some of whom have trusted us for over 40 years—a reflection of the strong relationships we’ve built across generations.

For us, making clients feel valued isn’t just a one-time thing—it’s embedded in the way we communicate, serve, and grow alongside them.

Louise Cochrane, CPA—L.F. Cochrane & Associates

I let my clients know that they are valued by knowing how and when to respond. When a client emails and I can sense anxiety, I pick up the phone right away and give them a call. Usually they vent, I listen, repeat and say that is completely normal, because anxiety around money and taxes is definitely anything. Then I redirect it forward into the future where we consider options and make a plan. Maybe it is a 25-minute check-in a week later or an introduction to someone in my network who has a more specialized skill set. I always remind my clients that we are in this together and that they can reach out anytime, I don’t want them ever to be drowning in the unknown.

Al-Nesha Jones, CPA, MBA—ASE Group

At ASE Group, making our clients feel valued isn’t just something we do—it’s who we are. We don’t see them as just tax returns or numbers; we see them as people with real lives, milestones, and challenges, and we make it a point to show we care.

We use our CRM (HubSpot) and project management tool (Asana) to help us keep track of the important moments our clients share with us—whether they’re moving, growing their families, getting married, or celebrating birthdays. That way, we can send a thoughtful card, a small gift, or even just a heartfelt email to let them know we’re thinking of them. And it’s not just about the happy moments—when a client experiences a loss, we make sure to send a sympathy gift and check in to offer support.

Beyond that, we stay connected in a way that feels personal. A quick email or phone call just to say hello, without any sales pitch or agenda, goes a long way. Those little moments of genuine care are what make our clients feel seen and appreciated—because they truly are.

John Jordan, CPA PA

We ask our clients more than just business questions to try to get to know them personally, often by asking them follow-up questions after exchanging normal pleasantries. Showing value to your clients also means putting myself out there by sharing what’s going on in my life, in the business, and even what my current struggles are in each one of these. There has to be a real exchange in thoughts, ideas, or emotions to make people feel valued in any relationship.

Kristen Keats, CPA—Sherwood Tax & Accounting

In the last our years, we have made an intentional effort to make our clients feel valued. We do this by pricing our services to accommodate a year-round relationship, provide proactive communication, and enable response times that let them know they are important to us!  We built our processes so that we are in contact with our clients throughout our service delivery, whether it’s bookkeeping, tax planning, or tax return preparation.  It’s also important to note that in our client selection, we take steps to ensure that our clients value us back and that we have a balanced relationship. If we have clients that appreciate us, it’s so much more motivating to give them the service level and value they expect.

Megan Leesley, CPA—Dark Horse CPAs

I get to know them for more than just their tax situation. Clients always mention little personal tidbits that are important to them in conversations, if we choose to notice. I like to focus not just on the tax implications in the conversation, but also ask about those little tidbits.

For example, if we are talking about 529 plans or education deductions in reference to a child who is soon to graduate and head off to college, I ask about where they are thinking about going, or what they want to study. Inevitably, it opens up a whole conversation that not only helps me better understand the family and their goals, but also helps make a stronger connection with that client.

I also like to take notes about these personal details and pin them in Karbon, so it’s the first thing I see when I look at their information and remember to ask about that personal detail the next time we speak. I want my clients to know that I care about them; I feel like this helps them to feel valued as people and not just as paying clients.

Tatiana Tsoir, CPA—Linza Advisors

We love to sprinkle some “Linza Love” on our clients and future clients, and love sending books to clients with our embossed message of love as well.