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Podcasts

Both Sides of Having an In-house CPA with Michael Henley and Chris Smith

Choosing the right partnership and how the client wins.

Topics:
business model, Chris Smith, collaboration, delivering value, in-house CPA, Michael Henley, planning software, tax software,
Podcasts

Roth and Tax Preparer Collaboration with Michael Henley

Delivering value through tax prep.

Topics:
delivering value, financial planning, in-house CPA, massive value, Roth, tax planning, Tax Planning Process, Tax preparation, value adds,

The information on this site is for education only and should not be considered tax advice. Retirement Tax Services is not affiliated with Shilanski & Associates, Jarvis Financial Services or any other financial services firms.

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