• Done effectively, a disengagement can leave your client feeling that you have acted in the best interests of both parties.
  • How to Handle Problem Clients

    Problematic or less-than-desirable clients may be keeping your firm from developing the clients it wants. An excellent way to identify those clients is to re-evaluate your client relationships on a regular basis, at least annually. Re-evaluate tax clients while there is still ample lead time before tax season for a client to replace you in the event you decide to disengage.

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      Tax Tip – Documenting Advice and Decisions

      Failing to document important information is a common mistake that often leads to claims. If it is not in writing, it may be presumed later in court that it didn’t happen. Juries and the public generally consider CPAs to be experts in documentation, and falling short of that expectation ... read more

    • 11 Dec

      War Story 113

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    • 11 Dec

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