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January 14, 2009


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SBL Accounting services

Thanks for this excellent information...
SBL - Accounting services

Phil Sutton


Thanks for raising the awareness of this new challenge for accounting firm marketers.

I have noticed that most of the chatter about this subject focuses on printed or email communication with the client.

It is important to note that these new regulations also cover verbal communications (via the phone or in person). We are attempting to coach our entire staff to be sensitive to which topics they might bring up in tax client conversations.

On a related note, I would hope your readers would share with you their experiences in attempting to comply with these regulations.

Phil Sutton
Director of Business Development and Marketing
Jones & Roth CPAs

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