client relationships

networking event
Tax blog
iFind Taxpro

Tax Professional’s Guide to Building a Referral Network

Strategies for Growth, Client Acquisition, and Long-Term Success Building a strong referral network is essential for tax professionals to grow their business, increase clientele, and create long-term professional relationships. Referral networks can be one of the most effective and cost-efficient

Read More »
person worried looking at an audit notice
Tax blog
iFind Taxpro

The Benefits of Offering Tax Planning Services to Clients

Beyond Tax Preparation: Creating Value and Building Relationships Tax planning is a proactive approach to managing finances that provides significant advantages to both clients and professionals. As a tax professional, offering tax planning services can make a major difference in

Read More »