Two quick questions to ask at each tax appointment

Posted on February 23, 2012

The following may sound like common sense as a marketing for accountants best practice. But, it is something easily forgotten during the busy tax season. Client relationships are a CPA and Tax [..]

Beware of the AICPA Tax Return fraud notification email.

Posted on February 22, 2012

There is a malicious email going around supposedly sent from the AICPA. Do not open this email and delete it from your email account. It references a notice of alleged assistance in tax return [..]

Browser Maintenance 101 - Clear your Cache

Posted on February 21, 2012

When you surf the web, accessing websites, files, images and other content, your browser caches, or stores, all that information on your computer. These files, which are called temporary Internet [..]

Why Passwords and Security are so important to your Tax Accounting Practice

Posted on February 21, 2012

We have recently heard of a few experiences where CPA and Tax Preparer email accounts have been hijacked. The harm this does to your business and finances can vary. Point need to [..]

1099-K Business Return Reconciliation Eliminated

Posted on February 16, 2012

The Housing and Economic Recovery Act of 2008 required third-party payment entities, such as credit card companies, to begin filing informational returns with the IRS reporting merchant card [..]

ClientWhys Websites - Wright Accounting, Inc.

Posted on February 15, 2012

"So far we have received a fair amount of clients (of the caliber that we want) from the website and are very pleased with the overall site and message. It has already paid for itself for [..]

ClientWhys Websites - Coannah Financial Solutions

Posted on February 10, 2012

"I have really appreciated your business. I haven't found anything as professional for accountants resources and love all the services and material you offer. I am so glad I found your [..] Expands Tax Professionals Directory with Free Professional Profiles

Posted on February 9, 2012

For a limited time, tax professionals can create a free professional profile to be displayed in the directory. Each month, thousands of visitors search and the library [..]

How often should Tax Accountants communicate with clients and prospects?

Posted on February 9, 2012

I hear the following from my customers from time to time, and it goes against everything I see from top producers: "I don't want to bother my clients by sending them a newsletter or other client [..]

ClientWhys Websites - Lina's Tax Team

Posted on February 7, 2012

"Lina's tax team website is going well and got some nice compliments. So, thanks very much."

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