6 Practical Tips for Managing Difficult Tax Clients

6 Practical Tips for Managing Difficult Tax Clients

Tax season can bring out the best—and worst—in your clientele. Stress, deadlines, and complex financial issues may cause some tax customers to act impatient, defensive, or outright combative. As a professional tax preparer, knowing how to handle difficult clients is essential for maintaining professionalism, protecting your time, and delivering accurate returns.…

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Drake Wins 5 Categories in 2022 CPA Practice Advisor Readers’ Choice Awards

Drake Wins 5 Categories in 2022 CPA Practice Advisor Readers’ Choice Awards

We made it to April. The filing deadline looms large as procrastinating taxpayers across the country are finally scrambling to get their tax documents together. But it’s not just the home stretch for filing season; this is the month that CPA Practice Advisor usually releases the results of their annual survey: The Readers’ Choice Awards.…

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