How to Decide Which Clients You Will Meet With (face to face) During this Tax Season

Posted by on Jan 18, 2012 in Blog | 0 comments

I’ve already made it fairly clear that I think it is a mistake for a CPA firm to make the decision to reduce the number of clients they see face to face during tax season. At the same time, I am realistic enough to know that meeting with all clients face-to-face will severely limit the number of returns you can prepare and the amount of time available for actually doing the work. Therefore, the...

Read More