2026 outlook
Eight Tips for Delighting Tax Clients
Tell Your Tax Clients about These 40 Other Services
BONUS: A checklist to use for additional client services.

By Ed Mendlowitz
Tax Season Opportunity Guide
How Much Do Your Clients Need You?

Three questions to ask.
By Ed Mendlowitz
Tax Season Opportunity Guide
Know your value to your clients. Better, understand your business and what you really do and what you add to the client’s life.
MORE by Ed Mendlowitz
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I had a group of gastroenterologists as clients who were going to get into a business of inserting a gastric bubble into people’s stomachs. There were a number of issues to this.
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Three Ways to Smile More This Tax Season

What atmosphere are you creating?
By Ed Mendlowitz
Tax Season Opportunity Guide
If you have staff, have happy cheerful helpful people.
MORE by Ed Mendlowitz
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Don’t surround yourself with downers and naysayers. Also have team players.

