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Thank You For Making The 2019 Tax Season Our Best Ever

Here we are, and "tax season" is behind us.But the truth is that tax season actually never ends for us. We just get a little less busy. But what a 2019 tax season it was.Thank you so much for your trust, and for allowing us to walk with you during such a sensitive and...

Four Key Steps For Effective Customer Care By Allan J Rolnick

As "customer service" goes, I can guarantee that you (and YOUR customers too, btw) have multiple stories of Metropolitan NYC businesses or organizations that have massively bungled the encounter.For instance, anyone who calls the IRS directly -- instead of having...

Allan J Rolnick’s Updated Tax Preparation Checklist for 2019

Tax season 2019 is inexorably moving forward. We now have less than two months before personal federal taxes are due. Which, of course, means that it's time to get started if you haven't yet done so already.I'm here today with a large checklist that you can work from,...