How many times have you had a client, in the heat of the season, who has given you information you wish you already had? Often, clients neither realize the extent of what we do, nor know the extent of our knowledge. Check out what @april15taxes says...
Addressing Your Clients’ Future Needs With...
Covering some simple life changes in your tax planning discovery will go a long way to establishing your trusted advisor role. Find out how Susan Tinel, EA, builds her advisory services practice.accountantvip
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