How to Handle Difficult Clients During Tax Season
Live Event Date: April 23, 2025
Live Event Time: 1:00 PM CT
Hosted by Thomson Reuters
Are you feeling the pressure of tax season and struggling with difficult clients? You're not alone. Join us for a webcast designed to empower you with the tools and strategies needed to manage challenging client interactions effectively, ensuring the best interests of your firm and your personal well-being!.
During this webcast, we will dig into practical strategies for handling difficult clients, including when and how to consider firing those who take more energy than they are worth. We understand that the demands of tax season can be overwhelming, and our goal is to provide you with a moment of mental sanity and actionable insights.
Key takeaways:
- Identify and manage difficult clients: Learn how to recognize the signs of a problematic client and implement strategies to manage these interactions professionally and efficiently.
- Knowing when to let a client go: Discover the criteria for evaluating whether a client is worth keeping and the steps to take when it’s time to part ways.
- Leverage technology and AI: Explore how artificial intelligence and technology can streamline your processes, reduce stress, and improve client interactions. We’ll also discuss the ethical use of AI in the accounting industry and how it could apply to your work.
- Seize new business opportunities: In some cases, a quick question from a client could open the door to a larger business opportunity. We’ll discuss how to recognize and capitalize on these opportunities.
Don’t miss this opportunity to transform your client interactions and thrive during tax season. Register for our webcast today and join us in making data-driven decisions that benefit both your firm and your personal well-being.
Busy on April 23rd at 1 PM CT? Register anyway! We will send you a copy of the webinar recording to watch at your leisure after the event has aired.
* Please note: CPE credit is not offered.
Speakers
Jim Hasler
- Partner, GarciaHasler, LLC
- 34 years in the Tax & Accounting Profession
- Advisory-centric focus on helping clients reach their goals
- Practice Forward Graduate
- Solutions Consultant Manager, Tax Workflow
- Over 8 years of solutioning experience
- Experience helping with accounting workflows in several industries including health care, software, and real estate
- Helping firms scale to being “Advisory Centric” in their client relationships as they grow
- Papin, CPA, PLLC
- 16 years in the Tax & Accounting Profession
- Oklahoma Society of Certified Public Accountants Trailblazer
- Customer Superstar Innovation Award
- Practice Forward Graduate
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