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."

ClientWhys Websites - Tim Austgen, CPA

Posted on February 7, 2012

'Thank you so much, your speedy response and wonderful service, is greatly appreciated.'

ClientWhys Websites - Jeff L. Lareau, CPA

Posted on February 7, 2012

'The website is going great and the organic SEO along with PPC advertising has been working pretty well for us. Probably the only successful advertising we have ever had. Thanks for all you guys [..]

Understanding Your Continuing Education Requirements

Posted on February 7, 2012

Beginning for the 2012 calendar year, all tax preparers who are not exempt are required to complete 15 hours of continuing education. CPAs, attorneys, and Enrolled Agents are exempt from those [..]

Power of Attorneys Going to the Wrong Address?

Posted on February 7, 2012

Several practitioners have complained on “CWconnect”, the ClientWhys tax community, that their POAs were going to old addresses. In addition, there are instances where in audit, the [..]

When Must the Registered Tax Preparer Examination Be Taken?

Posted on February 6, 2012

All non-exempt tax preparers must successfully pass the registered tax return preparer one-time competency examination on or before December 31, 2013. Those who pass the examination and the subsequent [..]

Property Tax: How Much is Deductible?

Posted on February 6, 2012

If you are a CA tax preparer and are simply entering the amount of property tax that your clients have entered on the organizer, you are no doubt deducting too much.

Did You Forget to Renew Your PTIN?

Posted on February 6, 2012

Paid preparers cannot prepare returns without a valid PTIN

Rates at a Glance tax reference free download now available.

Posted on February 3, 2012

Designed for Tax Preparers, Enrolled Agents and CPAs, ClientWhys comprehensive one page summary of tax law rates is now ready for free download.

Clientwhys, Inc. 
Copyright © 2018

Connect with us...

Let us notify you when the next article is published.