Rarely do the “experts” define what “proactive” means, but one of the vibes I get is that our clients are these damsels in distress, wandering in the wilderness.
Regular readers of my blog know I like to hit back at the "experts" who say accountants are doing a disservice to our clients by not being "proactive" enough.
Every day, literally every single day, I learn something new about taxes. When people wonder why it “costs so much” to have a tax return prepared, consider: it’s impossible for a preparer to know every little thing about every nook and cranny of the tax code. Sure, you’re paying the preparer to get it right, but [...]
Now and then clients or friends will ask me if I fear various proposals to simplify the tax system, such as a nationwide sales tax. They ask if I'm afraid of becoming obsolete because of a "simplified" tax system. My answer is always "no," for several reasons.
My firm is mostly cloud-based. This sometimes makes clients nervous, but my response is: as long as you're careful who you choose for a cloud provider, it can be just as secure, if not more secure, than your laptop.