Nine Ways to Create Well-Behaved Tax Clients [PRO Member Exclusive]

Help them to do what you want.

Ed Mendlowitz

by Ed Mendlowitz
Adapted from The 2013 Tax Season Opportunity Guide

Providing instructions of what a client needs to do must be clear enough so that the client doesn’t call you to find out what to do.

Sometimes taking an extra minute to lay out what the client should do can eliminate that call or indecisive moment a client might feel.

The object of the instructions is to have the client do what you want them to do. READ MORE →

Online Tax Prep Goes Green for the Environment

Chicago CPA Jody Padar helps clients calculate their carbon footprint.

Jody Padar, New Vision CPA Group

Jody Padar, New Vision CPA Group

In a sign of things to come as consumers turn to socially responsible shopping, one of the profession's leading changemakers, Chicago CPA Jody Padar, is launching the world’s first online tax return service that helps clients save money on their taxes while showing them how to reduce their carbon footprint and earn green perks.

Branded, the service "gives consumers and small businesses a level of confidence in their tax returns that can only come from working with a full-time accounting professional,” says Jody Padar, CPA, MST, operations director for and one of Accounting Today’s 100 Most Influential People in Accounting as an advocate for forward-thinking CPAs. She practices out of her New Vision CPA group in Arlington Heights, Ill.

Available for tax filers in the U.S. and Canada, offers real-time, personalized consulting from professional tax accountants and provides individuals and small businesses with tools and specific recommendations for cutting their carbon consumption along with special offers and deals for less carbon-intensive activities.

“We provide direct access to full-time CPAs and tax professionals who can help eliminate the stress of tax filing while finding every possible way to maximize your refund or reduce your tax payment,” Padar says.

“It’s simple: When you file your taxes with us, we’ll also calculate your carbon footprint,” says founder Brad Cran. “We then identify areas where you can reduce your impact to live cleaner and save even more money.”


Join Rick Telberg at the New York Accounting Show May 1

Telberg to speak on Cloud Computing.

Rick Telberg, publisher of CPA Trendlines, will speak at the 5th Annual 2013 Accounting Technology New York, May 1-2, Penn Plaza Pavilion and Pennsylvania Hotel across from Penn Station, covering "Cloud Computing for Accounting." Rick's session will be on Wednesday, May 1 from 4-5 pm in the Pennsylvania Ballroom.

Register for the free show that will also admit you to Rick's CPE accredited session by going online at: