Are you in compliance with your IRS Firm Policy Manual?
Posted on September 20, 2012
Many tax professionals are unaware of the IRS Circular 230 requirement that they have a set firm policy manual in place. This requirement is true for all paid tax professionals, including Enrolled [..]
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 [..]
Four Reasons Why Print Newsletters Should Have a Place in Your Marketing Budget
Posted on May 10, 2012
Just because tax season is over doesn't mean you should stop communicating with your client base. The stronger the client relationship, the more referrals, the higher the fees, and the better [..]
Tax Professionals are now using skype for client tax interviews.
Posted on March 28, 2012
This year we have seen more CPAs and Tax Accountants using skype for client tax interviews. The skype technology (and others like it) allow you to securely place calls to clients anywhere in [..]
Marketing for Accountants: New Idea for Accountants - Use government unclaimed property Websites to build client good will and find new prospects.
Posted on March 26, 2012
Recently, while researching where a missing tax refund was located, I found the California unclaimed property search Website. While I couldn't track down my missing tax refund (perhaps because [..]
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 [..]