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7 ways to attract and win new tax clients

ThomsonReuters

When you seek to win new tax clients, it’s best to start at the beginning. Do you know what your clients and prospects want, especially in terms of communication? You have so many options for interacting with prospects, from traditional face-to-face meetings and letters to email , instant messaging and social media.

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What are CPA Services? And What Kind of Business Needs a CPA?

LyfeAccounting

In this post, we want to provide you with some more clarity on CPA services. CPAs are individuals that passed the hardest professional exam in the world while meeting rigorous educational and experience requirements. For example, a lot of people do not know this but CPAs can represent you in court in a tax matter with the IRS.

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What is a CPA, What Do They Do, and Who Needs One? Here’s Everything You Need to Know

LyfeAccounting

And who needs one? In order to become licensed as a CPA, you must pass rigorous requirements. First, you have to meet educational requirements. The hard part is that you have to pass the hardest professional exam that exists, literally. . Then lastly, you have to meet certain experience requirements.

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