Our sweet and considerate Uncle Sam wants us to encourage our clients to save for retirement. He is so motivated that he is offering them a tax credit! You read that right, taxpayers can receive a tax credit for saving for retirement.
Tax pro and entrepreneur Casimiro Jesse Peña sits with Jeff and Andy as Tax Pro Nation’s first guest on the show to talk about client care. Jesse goes deep into the insights that have helped him grow his tax career and how truly caring about the client is key.
When considering taking on new business owner tax client, it is wise to consider a few things before accepting the job. We’ve included tips that should help you decide what to do when the time comes.