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Small things you can do to show clients some love

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Tax season (the first round) is over. Think about all the work you did. Now read the quote below:

“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.” ― Maya Angelou

While Angelou’s quote sounds great, its meaning can be frustrating, particularly as it pertains to the work you do as a tax professional. Let’s break it down:

  • “People will forget what you said.” As any tax professional knows, clients rarely remember anything you told them if they were even listening in the first place.
  • “People will forget what you did.” Think about all the work, stress and late hours you endured during busy season. Are clients going to give you credit for that? Nope.
  • “People will never forget how you made them feel.” How did you make your clients feel this tax season? It’s possible that, in the thick of things, we didn’t make our clients feel as appreciated as we could have.

Good news: We’ve got time now to refocus and show them how much we appreciate them. Let me tell you a story with an idea.
Like every other child in America, my daughters love Chick-fil-A. It’s even better if they can get those nuggets in a Happy Meal. They get their nuggets, a fruit cup, a kid-size drink and a little prize. (Disclaimer: The author receives no compensation or promotional consideration from any companies, brands, products, or services mentioned in this article.)

My girls received a unique prize this time. Inside their Happy Meal were two postcards with the Chick-fil-A logo on the front, saying, “You brighten my day” and “You brighten our day.” On the back it said, “Just wanted to say……” with room to write a personalized message to send to someone. To get the ball rolling, a Chick-fil-A team member named “Jennifer” wrote, “You Got This!” on one of my daughter’s cards. And she included a smiley face for good measure.

Chick-fil-a notecards saying "You brighten my day" and "You brighten our day"
Chick Fil-a notecards saying "You got this"

My nine-year-old was blown away. “Dad, that is so nice,” she kept saying about those cards for the next half hour. And then she said, “I can’t wait to figure out who I’m going to give this to.” 

It was a tough tax season for many of you. You’re probably not thinking of ways to tell clients how much you appreciate them. So, why now? They didn’t see all the hard work you and your team put in. They just see two big bills in front of them when they look at their tax return — one bill from the IRS and a second bill from you (i.e., your invoice). 

 What small things can you do to show clients you appreciate them? Things that make an impact but take little time, money, or effort? 

Let’s go back to Chick-fil-A. If you look closely at the cards my daughter received, the company branding and logo are subtly included. It’s not in your face, but it’s clear where customers are getting these clever pay-it-forward note cards. Chick-fil-A is not the star of the show, but they’re along with each customer for the ride as they pay the nice gesture forward to someone they care about. Then, notice what the handwritten note from Jennifer does to your subconscious. The company (Chick-fil-A) doesn’t appreciate you; the individual person (Jennifer) appreciates you. Wow!

Companies aren’t people. Companies don’t have feelings. Chick-fil-A is smart enough to make it about the customer, not about itself. Then they take it a step further to make it more impactful — they give customers another pay-it-forward card. What does that do? It gives the customer buy-in. You made them feel good, and now that allows them to make others feel good, which makes them feel even better. My nine-year-old understands that. She likes the card. She loves the ability to write her message and give it to someone she cares about. 

So, imagine if you sent branded appreciation cards to your clients and then gave them extra appreciation cards to send to their friends and family members. Your message would be passed along in the tiniest way that implied: “We are not the heroes of the story. You (the client) are the hero. We are along for the ride. We’re just in the background taking care of things.”

You’re all smart people reading this article. I’m not going to tell you exactly how to create branded client appreciation cards, but if you’ve read this far, you get the idea. The most important point to remember is to ensure the gesture is coming from you or another team member — not the firm itself. Clients don’t have a relationship with your firm. The relationship is with you.

If a company that sells chicken can do this so well that a nine-year-old picks up on it, then a professional services firm should be able to figure this out too. But it goes even further. By training your team to brighten up the days of your customers/clients, they feel better about themselves and they become better, more engaged employees who will go the extra mile for your organization. Chances are, they’ll stay around longer. It’s like a flywheel of happiness.

How does your firm show clients how much you appreciate them? I’d love to hear from you. 

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Accounting

Total college enrollment rose 3.2%

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Total postsecondary spring enrollment grew 3.2% year-over-year, according to a report.

The National Student Clearinghouse Research Center published the latest edition of its Current Term Enrollment Estimates series, which provides final enrollment estimates for the fall and spring terms.

The report found that undergraduate enrollment grew 3.5% and reached 15.3 million students, but remains below pre-pandemic levels (378,000 less students). Graduate enrollment also increased to 7.2%, higher than in 2020 (209,000 more students).

Graduation photo

(Read more: Undergraduate accounting enrollment rose 12%)

Community colleges saw the largest growth in enrollment (5.4%), and enrollment increased for all undergraduate credential types. Bachelor’s and associate programs grew 2.1% and 6.3%, respectively, but remain below pre-pandemic levels. 

Most ethnoracial groups saw increases in enrollment this spring, with Black and multiracial undergraduate students seeing the largest growth (10.3% and 8.5%, respectively). The number of undergraduate students in their twenties also increased. Enrollment of students between the ages of 21 and 24 grew 3.2%, and enrollment for students between 25 and 29 grew 5.9%.

For the third consecutive year, high vocational public two-years had substantial growth in enrollment, increasing 11.7% from 2023 to 2024. Enrollment at these trade-focused institutions have increased nearly 20% since pre-pandemic levels.

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Accounting

Interim guidance from the IRS simplifies corporate AMT

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irs-nametags.jpg

Jordan Vonderhaar/Photographer: Jordan Vonderhaar/

The Internal Revenue Service has released Notice 2025-27, which provides interim guidance on an optional simplified method for determining an applicable corporation for the corporate alternative minimum tax.

The Inflation Reduction Act of 2022 amended Sec. 55 to impose the CAMT based on the “adjusted financial statement income” of an “applicable corporation” for taxable years beginning in 2023. 

Among other details, proposed regs provide that “applicable corporation” means any corporation (other than an S corp, a regulated investment company or a REIT) that meets either of two average annual AFSI tests depending on financial statement net operating losses for three taxable years and whether the corporation is a member of a foreign-parented multinational group.

Prior to the publication of any final regulations relating to the CAMT, the Treasury and the IRS will issue a notice of proposed rulemaking. Notice 2025-27 will be in IRB: 2025-26, dated June 23.

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Accounting

In the blogs: Whiplash | Accounting Today

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Conquering tariffs; bracing for notices; FBAR penalty timing; and other highlights from our favorite tax bloggers.

Whiplash

Number-crunching

  • Canopy (https://www.getcanopy.com/blog): “7-Figure Firm, 4-Hour Workweek: 5 Questions to Ask Yourself.”
  • The National Association of Tax Professionals (https://blog.natptax.com/): This week’s “You Make the Call” looks at Sarah, a U.S. citizen who moved to London for work in 2024. On May 15, 2025, it hit her that she forgot to file her 2024 U.S. return. Was she required to file her 2024 taxes by April 15?
  • Taxable Talk (http://www.taxabletalk.com/): Anteing up with Uncle Sam: The World Series of Poker is back, and one major change this year involves players from Russia and Hungary. After suspension of tax treaties with those nations, players will have 30% of winnings withheld. 
  • Parametric (https://www.parametricportfolio.com/blog): Direct indexing seems to come with a common misunderstanding: On the performance statement, conflating the value of harvested losses with returns. 

Problems brewing

  • Taxing Subjects (https://www.drakesoftware.com/blog): No chill is chillier than the client’s at the mailbox when an IRS notice appears out of the blue. How you can educate — and warn — them about the various notices everybody’s that favorite agency might send.
  • Dean Dorton (https://deandorton.com/insights/): Perhaps because they can be founded on trust, your nonprofit clients are especially vulnerable to fraud.
  • Global Taxes (https://www.globaltaxes.com/blog.php): When it’s your time, it’s your time: The clock starts on FBAR penalties when the tax forms are due and not when penalties are assessed — and even the death of the taxpayer doesn’t extend the deadline.
  • TaxConnex (https://www.taxconnex.com/blog-): Your e-commerce clients can muck up sales tax obligations in many ways. How some of the seeds of trouble might hide in their own billing system.
  • Sovos (https://sovos.com/blog/): What’s up with the five states that don’t have a sales tax?
  • Taxjar (https://www.taxjar.com/resources/blog): Humans are still needed to handle sales tax complexity, with real-world examples.
  • Wiss (https://wiss.com/insights/read/): A business — and business-advising — success story from a California chicken eatery.

Almost half done

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