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You are sitting in your office, going through important files, following up on a client, in a deep concentration state. Suddenly the phone rings, it’s a potential new customer who needs you. You have two options: a quick answer without paying much attention to that new business possibility or putting down the thing you are…

Most tax professionals are busy all year long, but when peak tax season starts, things can get especially crazy. You end up dealing with an overflow of calls during peak season, but at the same time, you need to focus on preparing taxes. To provide excellent customer service, you might need to look into an…