Our Open-Door Policy/Disclaimer

Posted on July 5, 2012

On Independence Day, my wife and I were discussing job applications and the appropriate way to respond when asked why you are leaving your current employer—the most difficult question to [..]

Tax Professionals need to prepare clients for the tax ramifications of the upheld Health Care Legislation

Posted on July 3, 2012

With the recent Supreme Court ruling, tax professionals need to prepare their clients for the tax ramifications that are fast approaching. ClientWhys has developed the "Health Care Provisions [..]

Simple Facebook marketing tip for CPAs and Tax Accountants

Posted on July 3, 2012

In studying the results for ClientWhys social media customers, one thing is clear, just reposting other website articles is less likely to get "Likes" and reader comments. We have observed [..]

Do You Need to Take the IRS Competency Test? Take It in Las Vegas.

Posted on June 29, 2012

The IRS is promoting the option of taking the IRS competency test in Las Vegas during the Las Vegas IRS Nationwide Tax Forum. They also have test centers within 20 miles of all Tax Forum locations. [..]

Should you reserve a domain name under the new .Accountants extension?

Posted on June 28, 2012

Unlike the physical world where you can run out of land to build, online real estate has been greatly expanded with the coming launch of .cpa, .accountants, .finance and .tax domain extensions. [..]

Case Study - How a Burbank CPA uses automated appointment reminders to reduce no-shows and improve profitability

Posted on June 27, 2012

Burbank Certified Public Accountant (CPA) Ara Haddadian has this to say about the ClientWhys Automated Appointment Reminder System: "I have received some really good feedback about the online [..]

Four Ways to Use the Cloud to Save Money Running Your Tax Accounting Practice

Posted on June 25, 2012

There is quite a bit of hype in business journals about using the cloud to run your practice. Both sides of the argument seem to be valid. To help you make an informed decision, I am going to [..]

CTEC, RTRP and Enrolled Agents Meet their Ethics Requirement with this 2-Hour Course

Posted on June 22, 2012

The ClientWhys "Circular 230 & Preparer Regulations" CPE course meets the annual Enrolled Agent, RTRP and CTEC Ethics CE requirements. While the 2-hour ethics requirement is not [..]

Are tax preparers cutting the deadline for the IRS competency test too close?

Posted on June 20, 2012

The early news from the IRS reports that fewer than 5,000 tax preparers have taken the competency test to date. With an expected 350,000-plus tax preparers who are eligible for the new IRS program, [..]

Why does content marketing work so well for CPAs and tax accountants?

Posted on June 14, 2012

There is a shift in what works for building brands and long-term relationships with clients. The traditional push-and-interrupt marketing techniques of the past are being replaced with using [..]

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