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Tags archive: client

Home /Tag: client
Featured

The Confidentiality of a Client’s Tax Return Information

Provisions Tax Preparers Must Remember

By  Caroline Rule, JD

November 2019 0

Internal Revenue Code (IRC) section 7216 and its lengthy regulations govern when a tax return preparer may disclose or use a taxpayer's tax return information…

Feature Articles

Client Satisfaction: The Only Metric Worth Measuring

By  Jason L. Ackerman, CPA, CFP, CGMA

August 2018 0

Most CPA firms today are focusing their efforts on eliminating client interaction. They want clients to drop off their tax info and pick up their…

Editorial

What’s Wrong with Putting the Clients First?

By  Richard H. Kravitz, MBA, CPA

March 2016 0

As CPAs, our raison d'être is to protect the public, to help instill trust and confidence in our corporate and public institutions. We are the…

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Our Latest Content

  • The ABCs of Worker (Mis-)Classification March 2023
  • Regulators and Standard Setters: Updates and Panel Discussion March 2023
  • Adapting to Constant Change March 2023
  • CPAJ News Briefs: FASB, PCAOB, IASB March 2023
  • Critical Audit Matter Reporting March 2023












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