What do you do when your clients ask you to do more than originally thought?By: National Association of Tax Professionals
January 23, 2023

Clients regularly ask tax professionals to do more than what was originally agreed to. This puts us at risk of lowering our profit margin if we are leveraging fixed billing and professional liability!

Our trusted partners at Ignition are leading a free webinar that will discuss strategies to help you with these awkward conversations. Often, it’s hard for tax pros to assert their value.

We spoke recently with Jennie Moore, who will be leading the webinar, about her approach to building the confidence to have productive and fair conversations with your clients and ensure you are fairly compensated for your efforts while keeping everyone happy.

Watch the full replay in the video below.

Register for the free, on-demand webinar today and watch it when it’s convenient for you.

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penAbout National Association of Tax Professionals

The National Association of Tax Professionals (NATP) is the largest association dedicated to equipping tax professionals with the resources, connections and education they need to provide the highest level of service to their clients. NATP is comprised of over 23,000 leading tax professionals who believe in a superior standard of ethics and exemplify professional excellence. Members rely on NATP to deliver professional connections, content expertise and advocacy that provides them with the support they need to best serve their clients. The organization welcomes all tax professionals in their quest to continually meet the needs of the public, no matter where they are in their careers.

The NATP headquarters is located in Appleton, WI. To learn more, visit www.natptax.com.

Information included in this article is accurate as of the publish date. This post is not reflective of tax law changes or IRS guidance that may have occurred after the date of publishing. All taxpayer circumstances are different, and NATP recommends contacting research services if you have specific questions about your clients’ tax situations.

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