All posts by Chuck



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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For Tax Preparers, the Distinction Between Customer or Client is an Important One

As a tax preparer, CPA, or accountant, do you have customers or clients? Most would say clients without hesitation. But the distinction is an important one. Strictly defined, a customer is someone who buys goods or services from a store or business. The word “client” can also mean “customer,” according to the American Heritage Dictionary, […]

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Build Better Client Relationships This Tax Season

Today is Get To Know Your Customers Day and tax season is next week. We thought today’s blog post would be a great time to talk about the importance of knowing your customers since you’re about to see all of them within the next few months! For tax preparers, really knowing your clients is important. On the […]

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Should You Give Away Free Services and Information This Tax Season?

  Your time, talent, and knowledge are valuable commodities. This is why many professionals hesitate to give anything that involves those things away for free. But free does not equal loss. In some cases it can actually benefit or help grow your tax practice. Between our sister tax firm, Peoples Tax, and The Income Tax […]

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Be Nice.

The nice bot wants to make the internet a better place. And we love it! It tweeted Peoples Tax a few months ago and the message has stuck with us.   With all of the negativity in the world – especially on social media – the Nice Bot is a breath of fresh air. Being nice is […]

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