Pronto Tax School

client care

Client Care with Casimiro Jesse Peña

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.

How to Handle a High Maintenance Business Tax Client

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.