What to Tell Your Clients Who Are Late to the Filing Party

It’s late filing season and there are roughly 40 million taxpayers that have yet to file their taxes. Are some of your clients included in that number? Here are some things to communicate to clients regarding extensions. Automatic Extensions There are some taxpayers in special situations that qualify for automatic extensions. That’s right, they don’t even have […]

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7 Ways to Show Appreciation to Employees (and Clients) During Tax Season

  Clients and employees are both essential to your business. Your employees keep your business running and your clients keep you in business. Showing a little appreciation for them is of utmost importance. Employees who feel appreciated are happier. And happy employees can have a huge effect on your company culture and your bottom line. […]

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Are You Covered in the Event of a Data Breach?

If you were to ask an insurance agent whether or not your business needed data breach insurance, they would ask if your company collects any of the following types of information. Social Security Numbers Banking/Financial Information Credit Cards/Debit Cards/Other Payment Cards Health Information & Medical Records If you’re in the tax industry, the answer to […]

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2017 Tax Season Issues to Communicate with Clients

Does this tax season seem a bit crazier than most? Between a new White House Administration (and the changes that come when the party in power changes) and increased security from the IRS, things seem to be a bit askew. While it’s always important to communicate with clients, it’s especially important to communicate changes and updates […]

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